AMG National Trust Bank’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 | – | Sell |
-16,266
| Closed | -$847K | – | 451 |
|
|
2025
Q1 | $847K | Sell |
16,266
-10,245
| -39% | -$534K | 0.02% | 304 |
|
|
2024
Q4 | $1.25M | Buy |
26,511
+172
| +0.7% | +$8.09K | 0.03% | 250 |
|
|
2024
Q3 | $1.11M | Sell |
26,339
-16,298
| -38% | -$685K | 0.03% | 275 |
|
|
2024
Q2 | $1.74M | Sell |
42,637
-103
| -0.2% | -$4.21K | 0.05% | 212 |
|
|
2024
Q1 | $1.62M | Buy |
42,740
+21
| +0% | +$798 | 0.05% | 215 |
|
|
2023
Q4 | $1.42M | Sell |
42,719
-415
| -1% | -$13.8K | 0.04% | 228 |
|
|
2023
Q3 | $1.22M | Buy |
43,134
+6,111
| +17% | +$173K | 0.04% | 243 |
|
|
2023
Q2 | $1.01M | Sell |
37,023
-348
| -0.9% | -$9.45K | 0.03% | 273 |
|
|
2023
Q1 | $949K | Buy |
37,371
+3,132
| +9% | +$79.5K | 0.03% | 294 |
|
|
2022
Q4 | $983K | Buy |
34,239
+375
| +1% | +$10.8K | 0.04% | 269 |
|
|
2022
Q3 | $892K | Buy |
33,864
+225
| +0.7% | +$5.93K | 0.03% | 274 |
|
|
2022
Q2 | $877K | Sell |
33,639
-538
| -2% | -$14K | 0.03% | 275 |
|
|
2022
Q1 | $1.06M | Sell |
34,177
-204
| -0.6% | -$6.3K | 0.03% | 253 |
|
|
2021
Q4 | $1.13M | Hold |
34,381
| – | – | 0.03% | 257 |
|
|
2021
Q3 | $1.02M | Buy |
34,381
+426
| +1% | +$12.6K | 0.03% | 267 |
|
|
2021
Q2 | $1.03M | Buy |
33,955
+64
| +0.2% | +$1.95K | 0.03% | 272 |
|
|
2021
Q1 | $1.11M | Buy |
33,891
+579
| +2% | +$18.9K | 0.04% | 253 |
|
|
2020
Q4 | $852K | Sell |
33,312
-1,189
| -3% | -$30.4K | 0.03% | 276 |
|
|
2020
Q3 | $629K | Sell |
34,501
-556
| -2% | -$10.1K | 0.03% | 288 |
|
|
2020
Q2 | $676K | Buy |
+35,057
| New | +$676K | 0.03% | 279 |
|