Brown Advisory’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 | $12.5M | Buy |
222,252
+65,085
| +41% | +$3.65M | 0.02% | 376 |
|
|
2025
Q1 | $8.19M | Buy |
+157,167
| New | +$8.19M | 0.01% | 432 |
|
|
2023
Q1 | – | Sell |
-16,785
| Closed | -$482K | – | 1220 |
|
|
2022
Q4 | $482K | Sell |
16,785
-80
| -0.5% | -$2.3K | ﹤0.01% | 914 |
|
|
2022
Q3 | $444K | Buy |
16,865
+1,630
| +11% | +$42.9K | ﹤0.01% | 886 |
|
|
2022
Q2 | $397K | Buy |
15,235
+2,297
| +18% | +$59.9K | ﹤0.01% | 897 |
|
|
2022
Q1 | $400K | Sell |
12,938
-17
| -0.1% | -$526 | ﹤0.01% | 906 |
|
|
2021
Q4 | $425K | Sell |
12,955
-14
| -0.1% | -$459 | ﹤0.01% | 922 |
|
|
2021
Q3 | $384K | Buy |
12,969
+544
| +4% | +$16.1K | ﹤0.01% | 883 |
|
|
2021
Q2 | $378K | Hold |
12,425
| – | – | ﹤0.01% | 899 |
|
|
2021
Q1 | $405K | Buy |
+12,425
| New | +$405K | ﹤0.01% | 883 |
|