Avion Wealth’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 | $2K | Buy |
46
+16
| +53% | +$696 | ﹤0.01% | 796 |
|
|
2025
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 848 |
|
|
2024
Q4 | $1K | Buy |
30
+11
| +58% | +$367 | ﹤0.01% | 845 |
|
|
2024
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 1098 |
|
|
2024
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 1018 |
|
|
2024
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 918 |
|
|
2023
Q4 | $1K | Sell |
19
-37
| -66% | -$1.95K | ﹤0.01% | 771 |
|
|
2023
Q3 | $1K | Buy |
56
+17
| +44% | +$304 | ﹤0.01% | 615 |
|
|
2023
Q2 | $0 | Hold |
39
| – | – | ﹤0.01% | 804 |
|
|
2023
Q1 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 433 |
|