Bank of Montreal’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $182M | Buy |
4,905,475
+2,480,652
| +102% | +$106M | 0.07% | 231 |
|
|
2025
Q4 | $117M | Buy |
2,424,823
+2,394,721
| +7,955% | +$114M | 0.05% | 339 |
|
|
2025
Q3 | $1.53M | Sell |
30,102
-1,977
| -6% | -$105K | ﹤0.01% | 1773 |
|
|
2025
Q2 | $1.8M | Sell |
32,079
-5,842
| -15% | -$300K | ﹤0.01% | 1626 |
|
|
2025
Q1 | $1.98M | Sell |
37,921
-391,845
| -91% | -$20.5M | ﹤0.01% | 1516 |
|
|
2024
Q4 | $20.3M | Buy |
429,766
+40,825
| +10% | +$1.89M | 0.01% | 741 |
|
|
2024
Q3 | $16.3M | Buy |
388,941
+357,417
| +1,134% | +$14.7M | 0.01% | 862 |
|
|
2024
Q2 | $1.3M | Sell |
31,524
-19,506
| -38% | -$764K | ﹤0.01% | 1891 |
|
|
2024
Q1 | $1.95M | Sell |
51,030
-3,067
| -6% | -$104K | ﹤0.01% | 1654 |
|
|
2023
Q4 | $1.82M | Sell |
54,097
-732,449
| -93% | -$21.4M | ﹤0.01% | 1737 |
|
|
2023
Q3 | $23M | Sell |
786,546
-60,256
| -7% | -$1.7M | 0.01% | 670 |
|
|
2023
Q2 | $23.1M | Buy |
846,802
+405,770
| +92% | +$10.3M | 0.01% | 688 |
|
|
2023
Q1 | $11.2M | Buy |
441,032
+367,339
| +498% | +$10.8M | ﹤0.01% | 902 |
|
|
2022
Q4 | $2.23M | Buy |
73,693
+14,817
| +25% | +$439K | ﹤0.01% | 1737 |
|
|
2022
Q3 | $1.82K | Buy |
58,876
+16,642
| +39% | +$473K | ﹤0.01% | 1865 |
|
|
2022
Q2 | $1.14K | Sell |
42,234
-71,950
| -63% | -$2.09M | ﹤0.01% | 2226 |
|
|
2022
Q1 | $3.62M | Sell |
114,184
-2,467
| -2% | -$81.3K | ﹤0.01% | 1630 |
|
|
2021
Q4 | $3.82M | Sell |
116,651
-241,502
| -67% | -$7.93M | ﹤0.01% | 1335 |
|
|
2021
Q3 | $10.9M | Buy |
358,153
+53,961
| +18% | +$1.63M | 0.01% | 1245 |
|
|
2021
Q2 | $9.41M | Buy |
304,192
+266,755
| +713% | +$8.7M | ﹤0.01% | 1303 |
|
|
2021
Q1 | $1.25M | Sell |
37,437
-36,205
| -49% | -$1.04M | ﹤0.01% | 2033 |
|
|
2020
Q4 | $1.97M | Sell |
73,642
-154,893
| -68% | -$3.62M | ﹤0.01% | 1831 |
|
|
2020
Q3 | $4.42M | Sell |
228,535
-15,164
| -6% | -$305K | ﹤0.01% | 1271 |
|
|
2020
Q2 | $4.42M | Buy |
243,699
+146,657
| +151% | +$2.62M | ﹤0.01% | 1221 |
|
|
2020
Q1 | $1.3M | Sell |
97,042
-92,329
| -49% | -$2.02M | ﹤0.01% | 1610 |
|
|
2019
Q4 | $4.69M | Sell |
189,371
-134,011
| -41% | -$3.11M | ﹤0.01% | 1396 |
|
|
2019
Q3 | $7.17M | Sell |
323,382
-60,250
| -16% | -$1.29M | 0.01% | 1013 |
|
|
2019
Q2 | $8.02M | Sell |
383,632
-9,440
| -2% | -$203K | 0.01% | 995 |
|
|
2019
Q1 | $7.92M | Buy |
393,072
+214,146
| +120% | +$4.09M | 0.01% | 945 |
|
|
2018
Q4 | $2.98M | Buy |
+178,926
| New | +$3.49M | ﹤0.01% | 1326 |
|
Other funds holding EQH
VPM
VCM
