Bleakley Financial 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
Q1 | – | Sell |
-7,236
| Closed | -$341K | – | 649 |
|
|
2024
Q4 | $341K | Sell |
7,236
-57
| -0.8% | -$2.69K | 0.01% | 749 |
|
|
2024
Q3 | $307K | Sell |
7,293
-106
| -1% | -$4.46K | 0.01% | 765 |
|
|
2024
Q2 | $302K | Sell |
7,399
-184
| -2% | -$7.52K | 0.01% | 744 |
|
|
2024
Q1 | $288K | Sell |
7,583
-65
| -0.8% | -$2.47K | 0.01% | 771 |
|
|
2023
Q4 | $255K | Buy |
7,648
+143
| +2% | +$4.76K | 0.01% | 781 |
|
|
2023
Q3 | $213K | Sell |
7,505
-881
| -11% | -$25K | 0.01% | 788 |
|
|
2023
Q2 | $228K | Sell |
8,386
-185
| -2% | -$5.03K | 0.01% | 810 |
|
|
2023
Q1 | $218K | Sell |
8,571
-223
| -3% | -$5.66K | 0.01% | 798 |
|
|
2022
Q4 | $252K | Buy |
+8,794
| New | +$252K | 0.01% | 742 |
|