Bessemer Group’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 | $350K | Buy |
6,233
+5,383
| +633% | +$302K | ﹤0.01% | 941 |
|
|
2025
Q1 | $44K | Buy |
850
+172
| +25% | +$8.9K | ﹤0.01% | 1333 |
|
|
2024
Q4 | $32K | Buy |
678
+357
| +111% | +$16.9K | ﹤0.01% | 1370 |
|
|
2024
Q3 | $14K | Buy |
321
+118
| +58% | +$5.15K | ﹤0.01% | 1577 |
|
|
2024
Q2 | $9K | Hold |
203
| – | – | ﹤0.01% | 1545 |
|
|
2024
Q1 | $8K | Buy |
203
+163
| +408% | +$6.42K | ﹤0.01% | 1592 |
|
|
2023
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 2089 |
|
|
2023
Q3 | $1K | Sell |
40
-770
| -95% | -$19.3K | ﹤0.01% | 2070 |
|
|
2023
Q2 | $22K | Hold |
810
| – | – | ﹤0.01% | 1513 |
|
|
2023
Q1 | $21K | Sell |
810
-631
| -44% | -$16.4K | ﹤0.01% | 1371 |
|
|
2022
Q4 | $41K | Sell |
1,441
-1,330
| -48% | -$37.8K | ﹤0.01% | 1184 |
|
|
2022
Q3 | $73K | Hold |
2,771
| – | – | ﹤0.01% | 1094 |
|
|
2022
Q2 | $72K | Hold |
2,771
| – | – | ﹤0.01% | 1067 |
|
|
2022
Q1 | $86K | Hold |
2,771
| – | – | ﹤0.01% | 988 |
|
|
2021
Q4 | $91K | Buy |
2,771
+2,140
| +339% | +$70.3K | ﹤0.01% | 1016 |
|
|
2021
Q3 | $19K | Hold |
631
| – | – | ﹤0.01% | 1239 |
|
|
2021
Q2 | $19K | Sell |
631
-11,723
| -95% | -$353K | ﹤0.01% | 1240 |
|
|
2021
Q1 | $403K | Sell |
12,354
-26,409
| -68% | -$861K | ﹤0.01% | 597 |
|
|
2020
Q4 | $992K | Buy |
38,763
+21,624
| +126% | +$553K | ﹤0.01% | 402 |
|
|
2020
Q3 | $313K | Buy |
17,139
+630
| +4% | +$11.5K | ﹤0.01% | 618 |
|
|
2020
Q2 | $318K | Buy |
16,509
+290
| +2% | +$5.59K | ﹤0.01% | 1064 |
|
|
2020
Q1 | $234K | Sell |
16,219
-112,000
| -87% | -$1.62M | ﹤0.01% | 955 |
|
|
2019
Q4 | $3.18M | Sell |
128,219
-82,900
| -39% | -$2.05M | 0.01% | 445 |
|
|
2019
Q3 | $4.68M | Buy |
211,119
+196,811
| +1,376% | +$4.36M | 0.02% | 311 |
|
|
2019
Q2 | $300K | Buy |
+14,308
| New | +$300K | ﹤0.01% | 988 |
|