Commonwealth Equity Services’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 | $338K | Buy |
6,019
+203
| +3% | +$11.4K | ﹤0.01% | 3486 |
|
|
2025
Q1 | $303K | Buy |
5,816
+142
| +3% | +$7.4K | ﹤0.01% | 3485 |
|
|
2024
Q4 | $268K | Buy |
5,674
+99
| +2% | +$4.68K | ﹤0.01% | 3518 |
|
|
2024
Q3 | $234K | Sell |
5,575
-127,396
| -96% | -$5.35M | ﹤0.01% | 3563 |
|
|
2024
Q2 | $5.43M | Buy |
132,971
+127,627
| +2,388% | +$5.21M | 0.01% | 1139 |
|
|
2024
Q1 | $203K | Sell |
5,344
-1,390
| -21% | -$52.8K | ﹤0.01% | 3615 |
|
|
2023
Q4 | $224K | Sell |
6,734
-7,590
| -53% | -$252K | ﹤0.01% | 3419 |
|
|
2023
Q3 | $407K | Sell |
14,324
-10,050
| -41% | -$286K | ﹤0.01% | 2769 |
|
|
2023
Q2 | $662K | Buy |
24,374
+12,922
| +113% | +$351K | ﹤0.01% | 2397 |
|
|
2023
Q1 | $290 | Buy |
+11,452
| New | +$290 | ﹤0.01% | 2998 |
|