Bank of Montreal’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 | $1.8M | Sell |
32,079
-5,842
| -15% | -$327K | ﹤0.01% | 1402 |
|
|
2025
Q1 | $1.98M | Sell |
37,921
-391,845
| -91% | -$20.4M | ﹤0.01% | 1325 |
|
|
2024
Q4 | $20.3M | Buy |
429,766
+40,825
| +10% | +$1.93M | 0.01% | 676 |
|
|
2024
Q3 | $16.3M | Buy |
388,941
+357,417
| +1,134% | +$15M | 0.01% | 803 |
|
|
2024
Q2 | $1.3M | Sell |
31,524
-19,506
| -38% | -$807K | ﹤0.01% | 1679 |
|
|
2024
Q1 | $1.95M | Sell |
51,030
-3,067
| -6% | -$117K | ﹤0.01% | 1463 |
|
|
2023
Q4 | $1.82M | Sell |
54,097
-732,449
| -93% | -$24.7M | ﹤0.01% | 1451 |
|
|
2023
Q3 | $23M | Sell |
786,546
-60,256
| -7% | -$1.76M | 0.01% | 611 |
|
|
2023
Q2 | $23.1M | Buy |
846,802
+405,770
| +92% | +$11.1M | 0.01% | 626 |
|
|
2023
Q1 | $11.2M | Buy |
441,032
+367,339
| +498% | +$9.33M | ﹤0.01% | 829 |
|
|
2022
Q4 | $2.23M | Buy |
73,693
+14,817
| +25% | +$448K | ﹤0.01% | 1462 |
|
|
2022
Q3 | $1.82K | Buy |
58,876
+16,642
| +39% | +$515 | ﹤0.01% | 1575 |
|
|
2022
Q2 | $1.14K | Sell |
42,234
-71,950
| -63% | -$1.95K | ﹤0.01% | 1892 |
|
|
2022
Q1 | $3.62M | Sell |
114,184
-2,467
| -2% | -$78.2K | ﹤0.01% | 1325 |
|
|
2021
Q4 | $3.82M | Sell |
116,651
-241,502
| -67% | -$7.92M | ﹤0.01% | 1293 |
|
|
2021
Q3 | $10.9M | Buy |
358,153
+53,961
| +18% | +$1.64M | 0.01% | 1137 |
|
|
2021
Q2 | $9.41M | Buy |
304,192
+266,755
| +713% | +$8.26M | ﹤0.01% | 1230 |
|
|
2021
Q1 | $1.25M | Sell |
37,437
-36,205
| -49% | -$1.21M | ﹤0.01% | 1760 |
|
|
2020
Q4 | $1.97M | Sell |
73,642
-154,893
| -68% | -$4.15M | ﹤0.01% | 1532 |
|
|
2020
Q3 | $4.42M | Sell |
228,535
-15,164
| -6% | -$293K | ﹤0.01% | 1114 |
|
|
2020
Q2 | $4.42M | Buy |
243,699
+146,657
| +151% | +$2.66M | ﹤0.01% | 1082 |
|
|
2020
Q1 | $1.3M | Sell |
97,042
-92,329
| -49% | -$1.24M | ﹤0.01% | 1446 |
|
|
2019
Q4 | $4.69M | Sell |
189,371
-134,011
| -41% | -$3.32M | ﹤0.01% | 1204 |
|
|
2019
Q3 | $7.17M | Sell |
323,382
-60,250
| -16% | -$1.34M | 0.01% | 893 |
|
|
2019
Q2 | $8.02M | Sell |
383,632
-9,440
| -2% | -$197K | 0.01% | 881 |
|
|
2019
Q1 | $7.92M | Buy |
393,072
+214,146
| +120% | +$4.31M | 0.01% | 857 |
|
|
2018
Q4 | $2.98M | Buy |
+178,926
| New | +$2.98M | ﹤0.01% | 1206 |
|