Atlas 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 Q2	$799K	Sell	14,241 -3,108	-18%	-$174K	0.1%	177
2025 Q1	$904K	Buy	17,349 +13,120	+310%	+$683K	0.11%	155
2024 Q4	$199K	Sell	4,229 -94	-2%	-$4.43K	0.03%	387
2024 Q3	$182K	Sell	4,323 -5,897	-58%	-$248K	0.03%	392
2024 Q2	$418K	Buy	+10,220	New	+$418K	0.05%	257