Baird Financial 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
$50.1M Buy
892,667
+206,047
+30% +$11.6M 0.09% 192
2025
Q1
$35.8M Buy
+686,620
New +$35.8M 0.07% 229
2022
Q4
Sell
-10,248
Closed -$270K 1706
2022
Q3
$270K Buy
+10,248
New +$270K ﹤0.01% 1500