BOK Financial’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
$1.67M Buy
29,792
+29,737
+54,067% +$1.67M 0.03% 379
2025
Q1
$2.87K Hold
55
﹤0.01% 1092
2024
Q4
$2.64K Sell
55
-10
-15% -$481 ﹤0.01% 1111
2024
Q3
$2.7K Hold
65
﹤0.01% 1125
2024
Q2
$2.66K Hold
65
﹤0.01% 1040
2024
Q1
$2.43K Sell
65
-298
-82% -$11.2K ﹤0.01% 1048
2023
Q4
$12.1K Buy
363
+298
+458% +$9.92K ﹤0.01% 925
2023
Q3
$1.73K Buy
+65
New +$1.73K ﹤0.01% 1049
2019
Q1
Sell
-20,992
Closed -$349K 914
2018
Q4
$349K Buy
+20,992
New +$349K 0.01% 699