Bruce G. Allen Investments’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 | $12.1K | Buy |
216
+74
| +52% | +$4.15K | 0.01% | 453 |
|
|
2025
Q1 | $7.4K | Sell |
142
-4
| -3% | -$208 | 0.01% | 502 |
|
|
2024
Q4 | $6.89K | Sell |
146
-8
| -5% | -$377 | 0.01% | 537 |
|
|
2024
Q3 | $6.47K | Hold |
154
| – | – | 0.01% | 538 |
|
|
2024
Q2 | $6.29K | Sell |
154
-45
| -23% | -$1.84K | 0.01% | 534 |
|
|
2024
Q1 | $7.56K | Sell |
199
-55
| -22% | -$2.09K | 0.01% | 518 |
|
|
2023
Q4 | $8.46K | Buy |
+254
| New | +$8.46K | 0.01% | 515 |
|