Aigen Investment 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 | – | Sell |
-26,468
| Closed | -$1.38M | – | 864 |
|
2025
Q1 | $1.38M | Buy |
26,468
+1,853
| +8% | +$96.5K | 0.22% | 135 |
|
2024
Q4 | $1.16M | Buy |
24,615
+17,607
| +251% | +$831K | 0.2% | 150 |
|
2024
Q3 | $295K | Sell |
7,008
-11,422
| -62% | -$480K | 0.06% | 477 |
|
2024
Q2 | $753K | Buy |
+18,430
| New | +$753K | 0.15% | 192 |
|
2024
Q1 | – | Sell |
-37,970
| Closed | -$1.26M | – | 765 |
|
2023
Q4 | $1.26M | Sell |
37,970
-3,129
| -8% | -$104K | 0.23% | 114 |
|
2023
Q3 | $1.17M | Buy |
+41,099
| New | +$1.17M | 0.22% | 127 |
|
2022
Q1 | – | Sell |
-12,435
| Closed | -$406K | – | 701 |
|
2021
Q4 | $406K | Buy |
+12,435
| New | +$406K | 0.02% | 691 |
|
2021
Q1 | – | Sell |
-20,640
| Closed | -$528K | – | 693 |
|
2020
Q4 | $528K | Buy |
+20,640
| New | +$528K | 0.07% | 380 |
|
2020
Q1 | – | Sell |
-63,518
| Closed | -$1.57M | – | 1341 |
|
2019
Q4 | $1.57M | Buy |
+63,518
| New | +$1.57M | 0.26% | 95 |
|