Benson Investment Management Company’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
$6.28M Sell
111,902
-12,205
-10% -$685K 2.38% 11
2025
Q1
$6.46M Sell
124,107
-5,118
-4% -$267K 2.81% 9
2024
Q4
$6.1M Sell
129,225
-1,275
-1% -$60.1K 2.53% 10
2024
Q3
$5.48M Sell
130,500
-114
-0.1% -$4.79K 2.17% 16
2024
Q2
$5.34M Sell
130,614
-507
-0.4% -$20.7K 2.21% 16
2024
Q1
$4.98M Sell
131,121
-17,824
-12% -$677K 2.12% 20
2023
Q4
$4.96M Buy
148,945
+282
+0.2% +$9.39K 2.54% 8
2023
Q3
$4.22M Sell
148,663
-204
-0.1% -$5.79K 2.37% 12
2023
Q2
$4.04M Buy
+148,867
New +$4.04M 2.24% 22