Cetera Investment Advisers’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 | $2.55M | Buy |
45,540
+5,348
| +13% | +$300K | ﹤0.01% | 1665 |
|
|
2025
Q1 | $2.09M | Buy |
+40,192
| New | +$2.09M | ﹤0.01% | 1719 |
|
|
2024
Q3 | – | Sell |
-23,832
| Closed | -$974K | – | 3751 |
|
|
2024
Q2 | $974K | Buy |
23,832
+3,860
| +19% | +$158K | ﹤0.01% | 2094 |
|
|
2024
Q1 | $759K | Buy |
19,972
+13,173
| +194% | +$501K | ﹤0.01% | 2289 |
|
|
2023
Q4 | $226K | Buy |
+6,799
| New | +$226K | ﹤0.01% | 1965 |
|
|
2023
Q1 | – | Sell |
-7,320
| Closed | -$210K | – | 2165 |
|
|
2022
Q4 | $210K | Buy |
+7,320
| New | +$210K | ﹤0.01% | 1878 |
|
|
2021
Q3 | – | Sell |
-6,593
| Closed | -$201K | – | 1798 |
|
|
2021
Q2 | $201K | Buy |
+6,593
| New | +$201K | ﹤0.01% | 1672 |
|