Univest Financial’s Equifax EFX Stock Holding History

Univest Financial’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.36M	Hold	5,250	–	–	0.08%	137
2025 Q1	$1.28M	Hold	5,250	–	–	0.08%	144
2024 Q4	$1.34M	Hold	5,250	–	–	0.08%	140
2024 Q3	$1.54M	Hold	5,250	–	–	0.1%	127
2024 Q2	$1.27M	Hold	5,250	–	–	0.35%	48
2024 Q1	$1.4M	Hold	5,250	–	–	0.4%	47
2023 Q4	$1.3M	Hold	5,250	–	–	0.38%	50
2023 Q3	$962K	Hold	5,250	–	–	0.32%	48
2023 Q2	$1.24M	Hold	5,250	–	–	0.37%	46
2023 Q1	$1.06M	Hold	5,250	–	–	0.33%	47
2022 Q4	$1.02M	Hold	5,250	–	–	0.32%	53
2022 Q3	$900K	Hold	5,250	–	–	0.29%	57
2022 Q2	$960K	Sell	5,250 -1	-0%	-$183	0.31%	47
2022 Q1	$1.25M	Buy	5,251 +1	+0%	+$237	0.35%	46
2021 Q4	$1.54M	Hold	5,250	–	–	0.39%	47
2021 Q3	$1.33M	Hold	5,250	–	–	0.37%	45
2021 Q2	$1.26M	Hold	5,250	–	–	0.35%	45
2021 Q1	$951K	Sell	5,250 -1,000	-16%	-$181K	0.27%	46
2020 Q4	$1.21M	Hold	6,250	–	–	0.35%	51
2020 Q3	$981K	Hold	6,250	–	–	0.31%	50
2020 Q2	$1.07M	Sell	6,250 -1,000	-14%	-$172K	0.35%	50
2020 Q1	$866K	Sell	7,250 -2,849	-28%	-$340K	0.34%	51
2019 Q4	$1.19M	Buy	10,099 +2,849	+39%	+$337K	0.51%	58
2019 Q3	$1.02M	Hold	7,250	–	–	0.33%	55
2019 Q2	$980K	Sell	7,250 -1,000	-12%	-$135K	0.31%	58
2019 Q1	$978K	Hold	8,250	–	–	0.32%	58
2018 Q4	$768K	Hold	8,250	–	–	0.28%	65
2018 Q3	$1.08M	Hold	8,250	–	–	0.33%	59
2018 Q2	$1.03M	Sell	8,250 -1,000	-11%	-$125K	0.41%	54
2018 Q1	$1.09M	Hold	9,250	–	–	0.47%	49
2017 Q4	$1.09M	Sell	9,250 -550	-6%	-$64.9K	0.44%	52
2017 Q3	$1.04M	Sell	9,800 -299	-3%	-$31.7K	0.44%	52
2017 Q2	$1.39M	Hold	10,099	–	–	0.58%	54
2017 Q1	$1.38M	Hold	10,099	–	–	0.6%	54
2016 Q4	$1.19M	Sell	10,099 -445	-4%	-$52.6K	0.51%	58
2016 Q3	$1.42M	Hold	10,544	–	–	0.64%	54
2016 Q2	$1.35M	Hold	10,544	–	–	0.62%	56
2016 Q1	$1.21M	Hold	10,544	–	–	0.55%	56
2015 Q4	$1.17M	Hold	10,544	–	–	0.54%	59
2015 Q3	$1.03M	Buy	+10,544	New	+$1.03M	0.5%	57