Algert Global’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 | $10.3M | Buy |
183,198
+5,830
| +3% | +$327K | 0.22% | 124 |
|
|
2025
Q1 | $9.24M | Sell |
177,368
-92,872
| -34% | -$4.84M | 0.23% | 109 |
|
|
2024
Q4 | $12.7M | Buy |
270,240
+250,188
| +1,248% | +$11.8M | 0.3% | 66 |
|
|
2024
Q3 | $843K | Buy |
20,052
+5,864
| +41% | +$247K | 0.02% | 787 |
|
|
2024
Q2 | $580K | Buy |
14,188
+3,540
| +33% | +$145K | 0.02% | 851 |
|
|
2024
Q1 | $405K | Sell |
10,648
-8,872
| -45% | -$337K | 0.02% | 819 |
|
|
2023
Q4 | $650K | Buy |
+19,520
| New | +$650K | 0.03% | 737 |
|
|
2023
Q3 | – | Sell |
-141,014
| Closed | -$3.83M | – | 1151 |
|
|
2023
Q2 | $3.83M | Buy |
141,014
+55,464
| +65% | +$1.51M | 0.17% | 176 |
|
|
2023
Q1 | $2.17M | Buy |
+85,550
| New | +$2.17M | 0.1% | 315 |
|
|
2022
Q3 | – | Sell |
-19,927
| Closed | -$519K | – | 1216 |
|
|
2022
Q2 | $519K | Buy |
+19,927
| New | +$519K | 0.04% | 745 |
|