Cape Investment 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 | $6.84K | Buy |
122
+42
| +53% | +$2.36K | ﹤0.01% | 699 |
|
|
2025
Q1 | $4.17K | Hold |
80
| – | – | ﹤0.01% | 794 |
|
|
2024
Q4 | $3.77K | Sell |
80
-624
| -89% | -$29.4K | ﹤0.01% | 799 |
|
|
2024
Q3 | $29.6K | Buy |
704
+4
| +0.6% | +$168 | 0.01% | 399 |
|
|
2024
Q2 | $28.6K | Sell |
700
-408
| -37% | -$16.7K | 0.01% | 382 |
|
|
2024
Q1 | $42.1K | Buy |
1,108
+7
| +0.6% | +$266 | 0.02% | 332 |
|
|
2023
Q4 | $36.7K | Buy |
1,101
+7
| +0.6% | +$233 | 0.02% | 406 |
|
|
2023
Q3 | $31.1K | Buy |
1,094
+8
| +0.7% | +$227 | 0.02% | 374 |
|
|
2023
Q2 | $29.5K | Buy |
1,086
+1,008
| +1,292% | +$27.4K | 0.02% | 376 |
|
|
2023
Q1 | $1.98K | Buy |
+78
| New | +$1.98K | ﹤0.01% | 811 |
|