Capital Advisors Ltd’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 | $4K | Hold |
65
| – | – | ﹤0.01% | 958 |
|
|
2025
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 980 |
|
|
2024
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 1006 |
|
|
2024
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 994 |
|
|
2024
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 982 |
|
|
2024
Q1 | $2K | Buy |
65
+49
| +306% | +$1.51K | ﹤0.01% | 1032 |
|
|
2023
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1125 |
|
|
2023
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 1331 |
|
|
2023
Q2 | $0 | Sell |
16
-122
| -88% | – | ﹤0.01% | 1355 |
|
|
2023
Q1 | $4K | Buy |
138
+23
| +20% | +$667 | ﹤0.01% | 737 |
|
|
2022
Q4 | $3K | Buy |
115
+44
| +62% | +$1.15K | ﹤0.01% | 759 |
|
|
2022
Q3 | $2K | Buy |
71
+48
| +209% | +$1.35K | ﹤0.01% | 833 |
|
|
2022
Q2 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 771 |
|