Advisory Services Network’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 | $1.49M | Buy |
28,920
+19,004
| +192% | +$976K | 0.02% | 664 |
|
|
2025
Q1 | $517K | Sell |
9,916
-969
| -9% | -$50.5K | 0.01% | 1045 |
|
|
2024
Q4 | $513K | Sell |
10,885
-1,501
| -12% | -$70.8K | 0.01% | 1033 |
|
|
2024
Q3 | $506K | Hold |
12,386
| – | – | 0.01% | 986 |
|
|
2024
Q2 | $506K | Buy |
12,386
+926
| +8% | +$37.8K | 0.01% | 986 |
|
|
2024
Q1 | $436K | Buy |
11,460
+975
| +9% | +$37.1K | 0.01% | 1010 |
|
|
2023
Q4 | $349K | Buy |
+10,485
| New | +$349K | 0.01% | 1035 |
|
|
2023
Q2 | – | Sell |
-4,517
| Closed | -$115K | – | 2097 |
|
|
2023
Q1 | $115K | Buy |
4,517
+3,175
| +237% | +$80.6K | ﹤0.01% | 1580 |
|
|
2022
Q4 | $38.5K | Buy |
+1,342
| New | +$38.5K | ﹤0.01% | 2108 |
|
|
2021
Q3 | – | Sell |
-871
| Closed | -$27K | – | 1941 |
|
|
2021
Q2 | $27K | Buy |
+871
| New | +$27K | ﹤0.01% | 2333 |
|
|
2021
Q1 | – | Sell |
-90
| Closed | -$2K | – | 1841 |
|
|
2020
Q4 | $2K | Sell |
90
-1,354
| -94% | -$30.1K | ﹤0.01% | 2989 |
|
|
2020
Q3 | $26K | Buy |
+1,444
| New | +$26K | ﹤0.01% | 1939 |
|
|
2020
Q2 | – | Sell |
-484
| Closed | -$7K | – | 1516 |
|
|
2020
Q1 | $7K | Buy |
484
+11
| +2% | +$159 | ﹤0.01% | 2333 |
|
|
2019
Q4 | $12K | Sell |
473
-402
| -46% | -$10.2K | ﹤0.01% | 2262 |
|
|
2019
Q3 | $19K | Hold |
875
| – | – | ﹤0.01% | 1844 |
|
|
2019
Q2 | $19K | Buy |
875
+337
| +63% | +$7.32K | ﹤0.01% | 1842 |
|
|
2019
Q1 | $10K | Buy |
538
+124
| +30% | +$2.31K | ﹤0.01% | 1840 |
|
|
2018
Q4 | $7K | Hold |
414
| – | – | ﹤0.01% | 1883 |
|
|
2018
Q3 | $9K | Buy |
+414
| New | +$9K | ﹤0.01% | 1847 |
|