Capital Insight Partners’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 | $1.24M | Hold |
22,078
| – | – | 0.22% | 83 |
|
|
2025
Q1 | $1.15M | Buy |
22,078
+1,062
| +5% | +$55.3K | 0.2% | 86 |
|
|
2024
Q4 | $991K | Buy |
21,016
+2,700
| +15% | +$127K | 0.17% | 93 |
|
|
2024
Q3 | $770K | Buy |
18,316
+704
| +4% | +$29.6K | 0.13% | 107 |
|
|
2024
Q2 | $720K | Buy |
17,612
+440
| +3% | +$18K | 0.14% | 106 |
|
|
2024
Q1 | $653K | Buy |
17,172
+5,104
| +42% | +$194K | 0.12% | 113 |
|
|
2023
Q4 | $402K | Buy |
12,068
+1,232
| +11% | +$41K | 0.08% | 129 |
|
|
2023
Q3 | $308K | Buy |
10,836
+1,056
| +11% | +$30K | 0.07% | 135 |
|
|
2023
Q2 | $266K | Buy |
+9,780
| New | +$266K | 0.06% | 147 |
|