Belpointe Asset 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
Sell
-4,397
Closed -$229K 966
2025
Q1
$229K Buy
+4,397
New +$229K 0.01% 812
2023
Q2
Sell
-2,335
Closed -$59.3K 1391
2023
Q1
$59.3K Sell
2,335
-10
-0.4% -$254 ﹤0.01% 1604
2022
Q4
$67.3K Buy
+2,345
New +$67.3K ﹤0.01% 1454