Colonial Trust’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 | $226K | Hold |
4,035
| – | – | 0.03% | 280 |
|
|
2025
Q1 | $210K | Sell |
4,035
-243
| -6% | -$12.7K | 0.03% | 280 |
|
|
2024
Q4 | $202K | Buy |
4,278
+278
| +7% | +$13.1K | 0.03% | 301 |
|
|
2024
Q3 | $168K | Hold |
4,000
| – | – | 0.03% | 344 |
|
|
2024
Q2 | $163K | Hold |
4,000
| – | – | 0.03% | 318 |
|
|
2024
Q1 | $152K | Hold |
4,000
| – | – | 0.03% | 325 |
|
|
2023
Q4 | $133K | Hold |
4,000
| – | – | 0.03% | 334 |
|
|
2023
Q3 | $114K | Hold |
4,000
| – | – | 0.03% | 315 |
|
|
2023
Q2 | $109K | Buy |
4,000
+960
| +32% | +$26.1K | 0.03% | 329 |
|
|
2023
Q1 | $77.2K | Sell |
3,040
-85
| -3% | -$2.16K | 0.02% | 391 |
|
|
2022
Q4 | $89.7K | Buy |
+3,125
| New | +$89.7K | 0.02% | 329 |
|