BTC Capital Management’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 | $3.88M | Buy |
70,116
+3,899
| +6% | +$216K | 0.32% | 81 |
|
|
2025
Q1 | $3.45M | Buy |
66,217
+11,202
| +20% | +$584K | 0.32% | 81 |
|
|
2024
Q4 | $2.6M | Sell |
55,015
-5,630
| -9% | -$266K | 0.24% | 82 |
|
|
2024
Q3 | $2.55M | Sell |
60,645
-2,090
| -3% | -$87.8K | 0.23% | 88 |
|
|
2024
Q2 | $2.56M | Sell |
62,735
-8,986
| -13% | -$367K | 0.24% | 88 |
|
|
2024
Q1 | $2.73M | Buy |
+71,721
| New | +$2.73M | 0.25% | 91 |
|
|
2023
Q3 | $2.18M | Buy |
76,871
+1,562
| +2% | +$44.3K | 0.25% | 101 |
|
|
2023
Q2 | $2.04M | Buy |
75,309
+1,871
| +3% | +$50.6K | 0.22% | 106 |
|
|
2023
Q1 | $1.86M | Sell |
73,438
-38,316
| -34% | -$973K | 0.21% | 102 |
|
|
2022
Q4 | $3.21M | Sell |
111,754
-4,762
| -4% | -$137K | 0.39% | 88 |
|
|
2022
Q3 | $3.07M | Buy |
116,516
+12,794
| +12% | +$338K | 0.4% | 85 |
|
|
2022
Q2 | $2.7M | Buy |
103,722
+10,655
| +11% | +$278K | 0.33% | 93 |
|
|
2022
Q1 | $2.88M | Buy |
+93,067
| New | +$2.88M | 0.28% | 95 |
|