Beaird Harris Wealth Management’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 | $2.08K | Hold |
37
| – | – | ﹤0.01% | 487 |
|
|
2025
Q1 | $1.93K | Hold |
37
| – | – | ﹤0.01% | 443 |
|
|
2024
Q4 | $1.75K | Hold |
37
| – | – | ﹤0.01% | 452 |
|
|
2024
Q3 | $1.56K | Hold |
37
| – | – | ﹤0.01% | 457 |
|
|
2024
Q2 | $1.51K | Hold |
37
| – | – | ﹤0.01% | 563 |
|
|
2024
Q1 | $1.41K | Hold |
37
| – | – | ﹤0.01% | 508 |
|
|
2023
Q4 | $1.23K | Buy |
+37
| New | +$1.23K | ﹤0.01% | 506 |
|
|
2022
Q2 | – | Sell |
-125
| Closed | -$4K | – | 468 |
|
|
2022
Q1 | $4K | Buy |
+125
| New | +$4K | ﹤0.01% | 448 |
|