United Capital Financial Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.11M | Sell |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $909K | Buy |
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|
2024
Q1 | $879K | Buy |
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|
2023
Q4 | $775K | Sell |
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|
2023
Q3 | $590K | Sell |
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|
2023
Q2 | $908K | Buy |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | $280K | Buy |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $397K | Buy |
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|
2021
Q3 | $337K | Sell |
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|
2021
Q2 | $323K | Sell |
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|
2021
Q1 | $253K | Sell |
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|
2020
Q4 | $273K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $243K | Buy |
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|
2019
Q3 | $220K | Buy |
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|
2019
Q2 | $208K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $257K | Buy |
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|
2017
Q1 | $245K | Sell |
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|
2016
Q4 | $493K | Buy |
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|
2016
Q3 | $553K | Hold |
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|
2016
Q2 | $526K | Buy |
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|
2016
Q1 | $472K | Sell |
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|
2015
Q4 | $481K | Buy |
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|
2015
Q3 | $389K | Hold |
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|
2015
Q2 | $389K | Buy |
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|
2015
Q1 | $291K | Buy |
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|
2014
Q4 | $219K | Buy |
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