Advisors Asset Management’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785 | Sell |
14
-898
| -98% | -$50.4K | ﹤0.01% | 1460 |
|
|
2025
Q1 | $47.5K | Sell |
912
-1,666
| -65% | -$86.8K | ﹤0.01% | 1289 |
|
|
2024
Q4 | $122K | Sell |
2,578
-64
| -2% | -$3.02K | ﹤0.01% | 1194 |
|
|
2024
Q3 | $111K | Sell |
2,642
-63
| -2% | -$2.65K | ﹤0.01% | 1209 |
|
|
2024
Q2 | $111K | Buy |
2,705
+73
| +3% | +$2.98K | ﹤0.01% | 1187 |
|
|
2024
Q1 | $100K | Buy |
2,632
+990
| +60% | +$37.6K | ﹤0.01% | 1219 |
|
|
2023
Q4 | $54.7K | Buy |
+1,642
| New | +$54.7K | ﹤0.01% | 1278 |
|