CAPTRUST Financial Advisors’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 | $355K | Sell |
6,333
-571
| -8% | -$32K | ﹤0.01% | 1942 |
|
|
2025
Q1 | $360K | Buy |
6,904
+2,083
| +43% | +$109K | ﹤0.01% | 1841 |
|
|
2024
Q4 | $227K | Buy |
+4,821
| New | +$227K | ﹤0.01% | 2081 |
|
|
2024
Q1 | – | Sell |
-7,432
| Closed | -$247K | – | 2308 |
|
|
2023
Q4 | $247K | Buy |
+7,432
| New | +$247K | ﹤0.01% | 2239 |
|
|
2022
Q3 | – | Sell |
-5,634
| Closed | -$147K | – | 2650 |
|
|
2022
Q2 | $147K | Sell |
5,634
-222
| -4% | -$5.79K | ﹤0.01% | 1913 |
|
|
2022
Q1 | $181K | Buy |
5,856
+1,355
| +30% | +$41.9K | ﹤0.01% | 1797 |
|
|
2021
Q4 | $148K | Buy |
4,501
+530
| +13% | +$17.4K | ﹤0.01% | 1861 |
|
|
2021
Q3 | $118K | Buy |
3,971
+186
| +5% | +$5.53K | ﹤0.01% | 1933 |
|
|
2021
Q2 | $115K | Buy |
3,785
+68
| +2% | +$2.07K | ﹤0.01% | 1916 |
|
|
2021
Q1 | $121K | Buy |
+3,717
| New | +$121K | ﹤0.01% | 1813 |
|