CIBC World Markets’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 | $717K | Sell |
12,777
-1,481
| -10% | -$83.1K | ﹤0.01% | 659 |
|
|
2025
Q1 | $743K | Sell |
14,258
-83
| -0.6% | -$4.32K | 0.01% | 804 |
|
|
2024
Q4 | $676K | Sell |
14,341
-4,611
| -24% | -$218K | ﹤0.01% | 663 |
|
|
2024
Q3 | $797K | Buy |
18,952
+1,286
| +7% | +$54.1K | 0.01% | 633 |
|
|
2024
Q2 | $722K | Buy |
17,666
+3,808
| +27% | +$156K | ﹤0.01% | 622 |
|
|
2024
Q1 | $527K | Buy |
13,858
+4,181
| +43% | +$159K | ﹤0.01% | 711 |
|
|
2023
Q4 | $322K | Buy |
+9,677
| New | +$322K | ﹤0.01% | 684 |
|
|
2020
Q1 | – | Sell |
-34,500
| Closed | -$855K | – | 599 |
|
|
2019
Q4 | $855K | Buy |
+34,500
| New | +$855K | 0.01% | 671 |
|