Annis Gardner Whiting Capital Advisors’s Equitable Holdings EQH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-43
Closed -$2.03K 773
2024
Q4
$2.03K Hold
43
﹤0.01% 689
2024
Q3
$1.81K Sell
43
-1,437
-97% -$60.4K ﹤0.01% 708
2024
Q2
$60.5K Hold
1,480
0.02% 376
2024
Q1
$56.3K Buy
+1,480
New +$56.3K 0.02% 367