United Capital Financial Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
4,354
-54
| -1% | -$14K | 0.01% | 553 |
|
|
2025
Q1 | $1.07M | Buy |
4,408
+207
| +5% | +$50.4K | 0.01% | 545 |
|
|
2024
Q4 | $1.07M | Buy |
4,201
+241
| +6% | +$61.4K | 0.01% | 531 |
|
|
2024
Q3 | $1.16M | Buy |
3,960
+213
| +6% | +$62.6K | 0.01% | 508 |
|
|
2024
Q2 | $909K | Buy |
3,747
+462
| +14% | +$112K | 0.01% | 544 |
|
|
2024
Q1 | $879K | Buy |
3,285
+153
| +5% | +$40.9K | 0.01% | 584 |
|
|
2023
Q4 | $775K | Sell |
3,132
-91
| -3% | -$22.5K | 0.01% | 613 |
|
|
2023
Q3 | $590K | Sell |
3,223
-635
| -16% | -$116K | ﹤0.01% | 611 |
|
|
2023
Q2 | $908K | Buy |
3,858
+2,196
| +132% | +$517K | ﹤0.01% | 572 |
|
|
2023
Q1 | $337K | Buy |
1,662
+222
| +15% | +$45K | ﹤0.01% | 790 |
|
|
2022
Q4 | $280K | Buy |
1,440
+88
| +7% | +$17.1K | ﹤0.01% | 899 |
|
|
2022
Q3 | $232K | Sell |
1,352
-85
| -6% | -$14.6K | ﹤0.01% | 976 |
|
|
2022
Q2 | $263K | Buy |
1,437
+26
| +2% | +$4.76K | ﹤0.01% | 982 |
|
|
2022
Q1 | $334K | Buy |
1,411
+54
| +4% | +$12.8K | ﹤0.01% | 954 |
|
|
2021
Q4 | $397K | Buy |
1,357
+25
| +2% | +$7.31K | ﹤0.01% | 926 |
|
|
2021
Q3 | $337K | Sell |
1,332
-17
| -1% | -$4.3K | ﹤0.01% | 967 |
|
|
2021
Q2 | $323K | Sell |
1,349
-48
| -3% | -$11.5K | ﹤0.01% | 991 |
|
|
2021
Q1 | $253K | Sell |
1,397
-19
| -1% | -$3.44K | ﹤0.01% | 1030 |
|
|
2020
Q4 | $273K | Buy |
+1,416
| New | +$273K | ﹤0.01% | 1023 |
|
|
2020
Q1 | – | Sell |
-1,732
| Closed | -$243K | – | 1228 |
|
|
2019
Q4 | $243K | Buy |
1,732
+170
| +11% | +$23.9K | ﹤0.01% | 1212 |
|
|
2019
Q3 | $220K | Buy |
1,562
+26
| +2% | +$3.66K | ﹤0.01% | 1150 |
|
|
2019
Q2 | $208K | Buy |
+1,536
| New | +$208K | ﹤0.01% | 1332 |
|
|
2017
Q3 | – | Sell |
-1,871
| Closed | -$257K | – | 1316 |
|
|
2017
Q2 | $257K | Buy |
1,871
+78
| +4% | +$10.7K | ﹤0.01% | 1123 |
|
|
2017
Q1 | $245K | Sell |
1,793
-2,379
| -57% | -$325K | ﹤0.01% | 1127 |
|
|
2016
Q4 | $493K | Buy |
4,172
+61
| +1% | +$7.21K | ﹤0.01% | 941 |
|
|
2016
Q3 | $553K | Hold |
4,111
| – | – | 0.01% | 934 |
|
|
2016
Q2 | $526K | Buy |
4,111
+46
| +1% | +$5.89K | 0.01% | 899 |
|
|
2016
Q1 | $472K | Sell |
4,065
-254
| -6% | -$29.5K | 0.01% | 896 |
|
|
2015
Q4 | $481K | Buy |
4,319
+317
| +8% | +$35.3K | 0.01% | 897 |
|
|
2015
Q3 | $389K | Hold |
4,002
| – | – | ﹤0.01% | 971 |
|
|
2015
Q2 | $389K | Buy |
4,002
+995
| +33% | +$96.7K | ﹤0.01% | 1006 |
|
|
2015
Q1 | $291K | Buy |
3,007
+296
| +11% | +$28.6K | ﹤0.01% | 1077 |
|
|
2014
Q4 | $219K | Buy |
+2,711
| New | +$219K | ﹤0.01% | 1074 |
|