Carolina Wealth 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	$1.5M	Buy	26,653 +6,450	+32%	+$362K	0.74%	25
2025 Q1	$1.05M	Buy	20,203 +15,031	+291%	+$783K	0.57%	25
2024 Q4	$244K	Buy	5,172 +4,019	+349%	+$190K	0.13%	53
2024 Q3	$48.5K	Buy	+1,153	New	+$48.5K	0.02%	115