Ascent Group’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 | $385K | Sell |
6,865
-9
| -0.1% | -$505 | 0.02% | 528 |
|
|
2025
Q1 | $358K | Buy |
6,874
+424
| +7% | +$22.1K | 0.02% | 525 |
|
|
2024
Q4 | $304K | Buy |
6,450
+68
| +1% | +$3.21K | 0.02% | 456 |
|
|
2024
Q3 | $268K | Hold |
6,382
| – | – | 0.02% | 462 |
|
|
2024
Q2 | $261K | Sell |
6,382
-258
| -4% | -$10.5K | 0.02% | 451 |
|
|
2024
Q1 | $252K | Sell |
6,640
-365
| -5% | -$13.9K | 0.02% | 460 |
|
|
2023
Q4 | $239K | Sell |
7,005
-981
| -12% | -$33.5K | 0.02% | 453 |
|
|
2023
Q3 | $208K | Buy |
7,986
+370
| +5% | +$9.62K | 0.02% | 436 |
|
|
2023
Q2 | $222K | Buy |
+7,616
| New | +$222K | 0.02% | 425 |
|