Artemis 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 | $2.8M | Sell |
49,834
-727,791
| -94% | -$40.8M | 0.04% | 175 |
|
2025
Q1 | $40.5M | Sell |
777,625
-198,301
| -20% | -$10.3M | 0.62% | 60 |
|
2024
Q4 | $46M | Buy |
975,926
+65,197
| +7% | +$3.08M | 0.66% | 53 |
|
2024
Q3 | $38.3M | Buy |
910,729
+315,638
| +53% | +$13.3M | 0.58% | 53 |
|
2024
Q2 | $24.3M | Buy |
+595,091
| New | +$24.3M | 0.33% | 86 |
|
2023
Q2 | – | Sell |
-666,254
| Closed | -$16.9M | – | 222 |
|
2023
Q1 | $16.9M | Sell |
666,254
-584,580
| -47% | -$14.8M | 0.21% | 118 |
|
2022
Q4 | $36M | Sell |
1,250,834
-55,368
| -4% | -$1.59M | 0.41% | 75 |
|
2022
Q3 | $34.4M | Buy |
1,306,202
+1,528
| +0.1% | +$40.3K | 0.39% | 78 |
|
2022
Q2 | $34.1M | Sell |
1,304,674
-281,587
| -18% | -$7.36M | 0.35% | 91 |
|
2022
Q1 | $49M | Sell |
1,586,261
-1,071,878
| -40% | -$33.1M | 0.39% | 74 |
|
2021
Q4 | $87.1M | Sell |
2,658,139
-371,124
| -12% | -$12.2M | 0.63% | 41 |
|
2021
Q3 | $89.8M | Buy |
3,029,263
+758,326
| +33% | +$22.5M | 0.71% | 36 |
|
2021
Q2 | $69.2M | Sell |
2,270,937
-1,084,795
| -32% | -$33.1M | 0.6% | 49 |
|
2021
Q1 | $109M | Buy |
3,355,732
+1,818,576
| +118% | +$59.3M | 1.04% | 27 |
|
2020
Q4 | $39.4M | Sell |
1,537,156
-70,989
| -4% | -$1.82M | 0.41% | 69 |
|
2020
Q3 | $29.3M | Sell |
1,608,145
-593,353
| -27% | -$10.8M | 0.37% | 76 |
|
2020
Q2 | $42.6M | Buy |
+2,201,498
| New | +$42.6M | 0.57% | 54 |
|