Cape Investment Advisory’s Equitable Holdings EQH Stock Holding History

Cape Investment Advisory’s Portfolio EQH Stock Details EQH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.84K	Buy
2025 Q1	$4.17K	Hold
2024 Q4	$3.77K	Sell
2024 Q3	$29.6K	Buy
2024 Q2	$28.6K	Sell
2024 Q1	$42.1K	Buy
2023 Q4	$36.7K	Buy
2023 Q3	$31.1K	Buy
2023 Q2	$29.5K	Buy
2023 Q1	$1.98K	Buy