Blue Trust Inc’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 | $117K | Sell |
2,085
-29
| -1% | -$1.63K | ﹤0.01% | 985 |
|
|
2025
Q1 | $110K | Sell |
2,114
-345
| -14% | -$18K | ﹤0.01% | 950 |
|
|
2024
Q4 | $116K | Sell |
2,459
-5,489
| -69% | -$259K | ﹤0.01% | 878 |
|
|
2024
Q3 | $325K | Buy |
7,948
+5,358
| +207% | +$219K | ﹤0.01% | 643 |
|
|
2024
Q2 | $98.4K | Buy |
2,590
+1,768
| +215% | +$67.2K | ﹤0.01% | 984 |
|
|
2024
Q1 | $31.2K | Sell |
822
-440
| -35% | -$16.7K | ﹤0.01% | 1081 |
|
|
2023
Q4 | $35K | Buy |
1,262
+704
| +126% | +$19.5K | ﹤0.01% | 1069 |
|
|
2023
Q3 | $15K | Buy |
558
+370
| +197% | +$9.95K | ﹤0.01% | 1271 |
|
|
2023
Q2 | $4K | Sell |
188
-506
| -73% | -$10.8K | ﹤0.01% | 1584 |
|
|
2023
Q1 | $20K | Sell |
694
-15
| -2% | -$432 | ﹤0.01% | 1355 |
|
|
2022
Q4 | $18K | Buy |
709
+122
| +21% | +$3.1K | ﹤0.01% | 1322 |
|
|
2022
Q3 | $15K | Buy |
587
+132
| +29% | +$3.37K | ﹤0.01% | 1199 |
|
|
2022
Q2 | $14K | Buy |
+455
| New | +$14K | ﹤0.01% | 1089 |
|