CIBC Asset Management’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
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|
2025
Q1 | $733K | Buy |
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|
2024
Q4 | $627K | Buy |
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|
2024
Q3 | $494K | Buy |
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|
2024
Q2 | $457K | Sell |
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|
2024
Q1 | $436K | Buy |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $347K | Sell |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $322K | Sell |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $495K | Buy |
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|
2022
Q2 | $489K | Sell |
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|
2022
Q1 | $588K | Buy |
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|
2021
Q4 | $621K | Buy |
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|
2021
Q3 | $528K | Buy |
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|
2021
Q2 | $515K | Buy |
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|
2021
Q1 | $550K | Sell |
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|
2020
Q4 | $482K | Hold |
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|
2020
Q3 | $344K | Buy |
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|
2020
Q2 | $355K | Hold |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $519K | Buy |
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