Catalyst Funds Management’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 | $401K | Sell |
7,144
-10,496
| -60% | -$589K | 0.11% | 235 |
|
|
2025
Q1 | $919K | Buy |
17,640
+12,840
| +268% | +$669K | 0.24% | 118 |
|
|
2024
Q4 | $226K | Buy |
+4,800
| New | +$226K | 0.06% | 241 |
|
|
2024
Q3 | – | Sell |
-4,600
| Closed | -$188K | – | 1388 |
|
|
2024
Q2 | $188K | Buy |
4,600
+3,400
| +283% | +$139K | 0.05% | 212 |
|
|
2024
Q1 | $45.6K | Buy |
+1,200
| New | +$45.6K | 0.01% | 584 |
|