Allworth Financial’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.8K | Buy |
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|
2025
Q2 | $3.48K | Hold |
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|
2025
Q1 | $3.1K | Buy |
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|
2024
Q4 | $2.92K | Hold |
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|
2024
Q3 | $2.31K | Buy |
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|
2024
Q2 | $1.63K | Hold |
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|
2024
Q1 | $1.48K | Hold |
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|
2023
Q4 | $1.3K | Sell |
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|
2023
Q3 | $4.91K | Buy |
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|
2023
Q2 | $408 | Sell |
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|
2023
Q1 | $14.7K | Sell |
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|
2022
Q4 | $18.7K | Buy |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $17K | Sell |
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|
2022
Q1 | $28K | Buy |
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|
2021
Q4 | $0 | Buy |
|