Ameriprise’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 | $50.8M | Sell |
905,086
-112,884
| -11% | -$6.33M | 0.01% | 855 |
|
2025
Q1 | $53M | Sell |
1,017,970
-87,048
| -8% | -$4.53M | 0.01% | 813 |
|
2024
Q4 | $52.1M | Buy |
1,105,018
+22,569
| +2% | +$1.06M | 0.01% | 816 |
|
2024
Q3 | $45.5M | Buy |
1,082,449
+17,820
| +2% | +$749K | 0.01% | 886 |
|
2024
Q2 | $43.5M | Sell |
1,064,629
-46,557
| -4% | -$1.9M | 0.01% | 862 |
|
2024
Q1 | $42.2M | Buy |
1,111,186
+48,771
| +5% | +$1.85M | 0.01% | 887 |
|
2023
Q4 | $35.4M | Sell |
1,062,415
-370,881
| -26% | -$12.4M | 0.01% | 940 |
|
2023
Q3 | $40.7M | Sell |
1,433,296
-409,855
| -22% | -$11.6M | 0.01% | 848 |
|
2023
Q2 | $50.1M | Buy |
1,843,151
+231,561
| +14% | +$6.29M | 0.02% | 760 |
|
2023
Q1 | $40.9M | Buy |
1,611,590
+386,162
| +32% | +$9.8M | 0.01% | 848 |
|
2022
Q4 | $35.2M | Buy |
1,225,428
+205,581
| +20% | +$5.9M | 0.01% | 886 |
|
2022
Q3 | $26.9M | Buy |
1,019,847
+26,172
| +3% | +$690K | 0.01% | 994 |
|
2022
Q2 | $25.9M | Buy |
993,675
+126,162
| +15% | +$3.29M | 0.01% | 1039 |
|
2022
Q1 | $26.8M | Sell |
867,513
-16,675
| -2% | -$515K | 0.01% | 1132 |
|
2021
Q4 | $29M | Buy |
884,188
+63,211
| +8% | +$2.07M | 0.01% | 1140 |
|
2021
Q3 | $24.3M | Buy |
820,977
+26,250
| +3% | +$778K | 0.01% | 1124 |
|
2021
Q2 | $24.2M | Sell |
794,727
-29,528
| -4% | -$899K | 0.01% | 1209 |
|
2021
Q1 | $26.9M | Buy |
824,255
+190,364
| +30% | +$6.21M | 0.01% | 1102 |
|
2020
Q4 | $16.2M | Sell |
633,891
-269,860
| -30% | -$6.91M | 0.01% | 1379 |
|
2020
Q3 | $16.5M | Buy |
903,751
+267,264
| +42% | +$4.87M | 0.01% | 1204 |
|
2020
Q2 | $12.3M | Sell |
636,487
-447,797
| -41% | -$8.64M | 0.01% | 1377 |
|
2020
Q1 | $15.7M | Buy |
1,084,284
+176,495
| +19% | +$2.55M | 0.01% | 1094 |
|
2019
Q4 | $22.5M | Buy |
907,789
+433,239
| +91% | +$10.7M | 0.01% | 1099 |
|
2019
Q3 | $10.5M | Buy |
474,550
+59,811
| +14% | +$1.33M | ﹤0.01% | 1652 |
|
2019
Q2 | $8.67M | Sell |
414,739
-12,107
| -3% | -$253K | ﹤0.01% | 1844 |
|
2019
Q1 | $8.6M | Buy |
426,846
+414,585
| +3,381% | +$8.35M | ﹤0.01% | 1824 |
|
2018
Q4 | $203K | Sell |
12,261
-170
| -1% | -$2.82K | ﹤0.01% | 3429 |
|
2018
Q3 | $267K | Buy |
12,431
+570
| +5% | +$12.2K | ﹤0.01% | 3469 |
|
2018
Q2 | $244K | Buy |
+11,861
| New | +$244K | ﹤0.01% | 3420 |
|