CIBC World Market’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 | $753K | Sell |
13,428
-803
| -6% | -$45K | ﹤0.01% | 867 |
|
|
2025
Q1 | $741K | Buy |
14,231
+6,453
| +83% | +$336K | ﹤0.01% | 860 |
|
|
2024
Q4 | $367K | Buy |
7,778
+1,634
| +27% | +$77.1K | ﹤0.01% | 1031 |
|
|
2024
Q3 | $258K | Sell |
6,144
-799
| -12% | -$33.6K | ﹤0.01% | 1092 |
|
|
2024
Q2 | $284K | Sell |
6,943
-9,847
| -59% | -$403K | ﹤0.01% | 1039 |
|
|
2024
Q1 | $638K | Buy |
16,790
+5,792
| +53% | +$220K | ﹤0.01% | 855 |
|
|
2023
Q4 | $366K | Buy |
10,998
+3,779
| +52% | +$126K | ﹤0.01% | 928 |
|
|
2023
Q3 | $205K | Sell |
7,219
-376
| -5% | -$10.7K | ﹤0.01% | 1063 |
|
|
2023
Q2 | $206K | Buy |
+7,595
| New | +$206K | ﹤0.01% | 1052 |
|
|
2023
Q1 | – | Sell |
-7,360
| Closed | -$211K | – | 1180 |
|
|
2022
Q4 | $211K | Buy |
+7,360
| New | +$211K | ﹤0.01% | 1051 |
|
|
2022
Q2 | – | Sell |
-7,475
| Closed | -$231K | – | 1223 |
|
|
2022
Q1 | $231K | Sell |
7,475
-654
| -8% | -$20.2K | ﹤0.01% | 1113 |
|
|
2021
Q4 | $267K | Sell |
8,129
-2,991
| -27% | -$98.2K | ﹤0.01% | 1089 |
|
|
2021
Q3 | $330K | Sell |
11,120
-5,115
| -32% | -$152K | ﹤0.01% | 1045 |
|
|
2021
Q2 | $494K | Buy |
+16,235
| New | +$494K | ﹤0.01% | 939 |
|
|
2020
Q1 | – | Sell |
-16,710
| Closed | -$414K | – | 980 |
|
|
2019
Q4 | $414K | Buy |
+16,710
| New | +$414K | ﹤0.01% | 821 |
|