Allworth Financial’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 | $3.48K | Hold |
62
| – | – | ﹤0.01% | 3455 |
|
|
2025
Q1 | $3.1K | Buy |
62
+7
| +13% | +$350 | ﹤0.01% | 3017 |
|
|
2024
Q4 | $2.93K | Hold |
55
| – | – | ﹤0.01% | 2998 |
|
|
2024
Q3 | $2.31K | Buy |
55
+16
| +41% | +$673 | ﹤0.01% | 2903 |
|
|
2024
Q2 | $1.63K | Hold |
39
| – | – | ﹤0.01% | 3009 |
|
|
2024
Q1 | $1.48K | Hold |
39
| – | – | ﹤0.01% | 2938 |
|
|
2023
Q4 | $1.3K | Sell |
39
-134
| -77% | -$4.46K | ﹤0.01% | 2860 |
|
|
2023
Q3 | $4.91K | Buy |
173
+158
| +1,053% | +$4.49K | ﹤0.01% | 2110 |
|
|
2023
Q2 | $408 | Sell |
15
-564
| -97% | -$15.3K | ﹤0.01% | 2932 |
|
|
2023
Q1 | $14.7K | Sell |
579
-71
| -11% | -$1.8K | ﹤0.01% | 1628 |
|
|
2022
Q4 | $18.7K | Buy |
650
+77
| +13% | +$2.21K | ﹤0.01% | 1396 |
|
|
2022
Q3 | $15K | Sell |
573
-83
| -13% | -$2.17K | ﹤0.01% | 1407 |
|
|
2022
Q2 | $17K | Sell |
656
-241
| -27% | -$6.25K | ﹤0.01% | 1300 |
|
|
2022
Q1 | $28K | Buy |
897
+886
| +8,055% | +$27.7K | ﹤0.01% | 1105 |
|
|
2021
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1986 |
|