Avantax Advisory Services’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 | $1.58M | Buy |
28,190
+5,030
| +22% | +$282K | 0.01% | 915 |
|
|
2025
Q1 | $1.21M | Buy |
23,160
+5,039
| +28% | +$262K | 0.01% | 993 |
|
|
2024
Q4 | $855K | Sell |
18,121
-4,133
| -19% | -$195K | 0.01% | 1116 |
|
|
2024
Q3 | $935K | Buy |
22,254
+2,932
| +15% | +$123K | 0.01% | 1067 |
|
|
2024
Q2 | $790K | Sell |
19,322
-3,232
| -14% | -$132K | 0.01% | 1110 |
|
|
2024
Q1 | $857K | Buy |
+22,554
| New | +$857K | 0.01% | 811 |
|