Cerity Partners’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 | $2.11M | Sell |
37,568
-1,901
| -5% | -$107K | ﹤0.01% | 1194 |
|
|
2025
Q1 | $2.06M | Buy |
39,469
+16,587
| +72% | +$864K | ﹤0.01% | 1112 |
|
|
2024
Q4 | $1.04M | Buy |
22,882
+439
| +2% | +$20K | ﹤0.01% | 1390 |
|
|
2024
Q3 | $943K | Buy |
22,443
+7,823
| +54% | +$329K | ﹤0.01% | 1417 |
|
|
2024
Q2 | $597K | Sell |
14,620
-2,424
| -14% | -$99K | ﹤0.01% | 1461 |
|
|
2024
Q1 | $648K | Buy |
17,044
+8,788
| +106% | +$334K | ﹤0.01% | 1477 |
|
|
2023
Q4 | $275K | Sell |
8,256
-1,524
| -16% | -$50.7K | ﹤0.01% | 1560 |
|
|
2023
Q3 | $278K | Buy |
9,780
+1,415
| +17% | +$40.2K | ﹤0.01% | 1171 |
|
|
2023
Q2 | $227K | Sell |
8,365
-208
| -2% | -$5.65K | ﹤0.01% | 1467 |
|
|
2023
Q1 | $218K | Buy |
+8,573
| New | +$218K | ﹤0.01% | 1670 |
|
|
2022
Q3 | – | Sell |
-8,400
| Closed | -$219K | – | 1196 |
|
|
2022
Q2 | $219K | Buy |
+8,400
| New | +$219K | ﹤0.01% | 1044 |
|