Clearstead Advisors’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 | $1.51M | Buy |
26,857
+430
| +2% | +$24.1K | 0.02% | 365 |
|
|
2025
Q1 | $1.38M | Sell |
26,427
-1,874
| -7% | -$97.6K | 0.02% | 354 |
|
|
2024
Q4 | $1.33M | Sell |
28,301
-769
| -3% | -$36.3K | 0.02% | 357 |
|
|
2024
Q3 | $1.22M | Buy |
29,070
+898
| +3% | +$37.7K | 0.02% | 383 |
|
|
2024
Q2 | $1.15M | Buy |
+28,172
| New | +$1.15M | 0.02% | 363 |
|