CAPTRUST Financial Advisors’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Sell |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q4 | $227K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $247K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $147K | Sell |
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|
2022
Q1 | $181K | Buy |
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|
2021
Q4 | $148K | Buy |
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|
2021
Q3 | $118K | Buy |
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|
2021
Q2 | $115K | Buy |
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|
2021
Q1 | $121K | Buy |
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