Caprock Group’s Equitable Holdings EQH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.2M Sell
42,322
-7,437
-15% -$387K 0.07% 269
2024
Q4
$2.35M Buy
+49,759
New +$2.35M 0.08% 231