Bell Investment Advisors’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 | $4.94K | Hold |
88
| – | – | ﹤0.01% | 976 |
|
|
2025
Q1 | $4.58K | Hold |
88
| – | – | ﹤0.01% | 956 |
|
|
2024
Q4 | $4.15K | Sell |
88
-81
| -48% | -$3.82K | ﹤0.01% | 1008 |
|
|
2024
Q3 | $7.1K | Sell |
169
-41
| -20% | -$1.72K | ﹤0.01% | 765 |
|
|
2024
Q2 | $8.58K | Hold |
210
| – | – | ﹤0.01% | 672 |
|
|
2024
Q1 | $7.98K | Hold |
210
| – | – | ﹤0.01% | 681 |
|
|
2023
Q4 | $6.99K | Hold |
210
| – | – | ﹤0.01% | 713 |
|
|
2023
Q3 | $5.96K | Buy |
210
+81
| +63% | +$2.3K | ﹤0.01% | 718 |
|
|
2023
Q2 | $3.5K | Sell |
129
-29
| -18% | -$788 | ﹤0.01% | 1001 |
|
|
2023
Q1 | $4.01K | Sell |
158
-55
| -26% | -$1.4K | ﹤0.01% | 881 |
|
|
2022
Q4 | $6.11K | Hold |
213
| – | – | ﹤0.01% | 706 |
|
|
2022
Q3 | $6K | Sell |
213
-32
| -13% | -$901 | ﹤0.01% | 584 |
|
|
2022
Q2 | $6K | Buy |
+245
| New | +$6K | ﹤0.01% | 616 |
|
|
2021
Q4 | $10K | Buy |
294
+42
| +17% | +$1.43K | ﹤0.01% | 489 |
|
|
2021
Q3 | $7K | Buy |
+252
| New | +$7K | ﹤0.01% | 566 |
|