Anchor Investment Management’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 | $918K | Hold |
16,367
| – | – | 0.08% | 195 |
|
|
2025
Q1 | $853K | Sell |
16,367
-747
| -4% | -$38.9K | 0.08% | 199 |
|
|
2024
Q4 | $807K | Sell |
17,114
-403
| -2% | -$19K | 0.08% | 203 |
|
|
2024
Q3 | $736K | Hold |
17,517
| – | – | 0.07% | 218 |
|
|
2024
Q2 | $716K | Sell |
17,517
-3,000
| -15% | -$123K | 0.07% | 202 |
|
|
2024
Q1 | $780K | Buy |
20,517
+7
| +0% | +$266 | 0.08% | 202 |
|
|
2023
Q4 | $683K | Buy |
20,510
+7
| +0% | +$233 | 0.08% | 204 |
|
|
2023
Q3 | $582K | Sell |
20,503
-542
| -3% | -$15.4K | 0.08% | 214 |
|
|
2023
Q2 | $572K | Buy |
21,045
+909
| +5% | +$24.7K | 0.07% | 213 |
|
|
2023
Q1 | $511K | Buy |
20,136
+6
| +0% | +$152 | 0.07% | 231 |
|
|
2022
Q4 | $578K | Buy |
20,130
+7
| +0% | +$201 | 0.08% | 216 |
|
|
2022
Q3 | $530K | Buy |
20,123
+1,006
| +5% | +$26.5K | 0.08% | 215 |
|
|
2022
Q2 | $498K | Buy |
19,117
+1,007
| +6% | +$26.3K | 0.07% | 223 |
|
|
2022
Q1 | $560K | Buy |
18,110
+407
| +2% | +$12.6K | 0.07% | 231 |
|
|
2021
Q4 | $580K | Buy |
17,703
+3,753
| +27% | +$123K | 0.07% | 226 |
|
|
2021
Q3 | $413K | Buy |
13,950
+13,650
| +4,550% | +$405K | 0.06% | 257 |
|
|
2021
Q2 | $9.14K | Hold |
300
| – | – | ﹤0.01% | 738 |
|
|
2021
Q1 | $9.79K | Hold |
300
| – | – | ﹤0.01% | 709 |
|
|
2020
Q4 | $7.68K | Buy |
+300
| New | +$7.68K | ﹤0.01% | 701 |
|