American Century Companies’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 | $32.4M | Buy |
577,537
+125,828
| +28% | +$7.06M | 0.02% | 859 |
|
2025
Q1 | $23.5M | Buy |
451,709
+83,003
| +23% | +$4.32M | 0.01% | 971 |
|
2024
Q4 | $17.4M | Sell |
368,706
-101,294
| -22% | -$4.78M | 0.01% | 1122 |
|
2024
Q3 | $19.8M | Buy |
470,000
+34,433
| +8% | +$1.45M | 0.01% | 1039 |
|
2024
Q2 | $17.8M | Buy |
435,567
+202,021
| +87% | +$8.25M | 0.01% | 1016 |
|
2024
Q1 | $8.88M | Sell |
233,546
-92,399
| -28% | -$3.51M | 0.01% | 1255 |
|
2023
Q4 | $10.9M | Buy |
325,945
+97,795
| +43% | +$3.26M | 0.01% | 1110 |
|
2023
Q3 | $6.48M | Buy |
228,150
+61,598
| +37% | +$1.75M | 0.01% | 1240 |
|
2023
Q2 | $4.52M | Buy |
166,552
+6,662
| +4% | +$181K | ﹤0.01% | 1344 |
|
2023
Q1 | $4.05M | Sell |
159,890
-96,855
| -38% | -$2.45M | ﹤0.01% | 1337 |
|
2022
Q4 | $7.37M | Buy |
256,745
+61,628
| +32% | +$1.77M | 0.01% | 1078 |
|
2022
Q3 | $5.14M | Buy |
195,117
+38,848
| +25% | +$1.02M | ﹤0.01% | 1098 |
|
2022
Q2 | $4.07M | Buy |
156,269
+46,809
| +43% | +$1.22M | ﹤0.01% | 1178 |
|
2022
Q1 | $3.38M | Buy |
109,460
+21,666
| +25% | +$670K | ﹤0.01% | 1235 |
|
2021
Q4 | $2.88M | Buy |
87,794
+27,449
| +45% | +$900K | ﹤0.01% | 1222 |
|
2021
Q3 | $1.79M | Buy |
60,345
+8,282
| +16% | +$246K | ﹤0.01% | 1355 |
|
2021
Q2 | $1.59M | Buy |
52,063
+25,549
| +96% | +$778K | ﹤0.01% | 1360 |
|
2021
Q1 | $865K | Buy |
26,514
+10,596
| +67% | +$346K | ﹤0.01% | 1503 |
|
2020
Q4 | $407K | Buy |
15,918
+1,658
| +12% | +$42.4K | ﹤0.01% | 1632 |
|
2020
Q3 | $260K | Sell |
14,260
-12,319
| -46% | -$225K | ﹤0.01% | 1601 |
|
2020
Q2 | $513K | Buy |
26,579
+7,065
| +36% | +$136K | ﹤0.01% | 1274 |
|
2020
Q1 | $282K | Sell |
19,514
-9,124
| -32% | -$132K | ﹤0.01% | 1332 |
|
2019
Q4 | $710K | Buy |
+28,638
| New | +$710K | ﹤0.01% | 1128 |
|
2018
Q4 | – | Sell |
-210,390
| Closed | -$4.51M | – | 1265 |
|
2018
Q3 | $4.51M | Sell |
210,390
-62,560
| -23% | -$1.34M | ﹤0.01% | 878 |
|
2018
Q2 | $5.63M | Buy |
+272,950
| New | +$5.63M | 0.01% | 829 |
|