Coldstream Capital Management’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	$311K	Buy	5,541 +65	+1%	+$3.65K	0.01%	866
2025 Q1	$285K	Buy	5,476 +401	+8%	+$20.9K	0.01%	839
2024 Q4	$239K	Buy	5,075 +17	+0.3%	+$802	0.01%	935
2024 Q3	$215K	Buy	+5,058	New	+$215K	﹤0.01%	997