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