Concentric Capital Strategies’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
Sell
-28,407
Closed -$1.48M 275
2025
Q1
$1.48M Sell
28,407
-10,795
-28% -$562K 0.14% 90
2024
Q4
$1.85M Buy
+39,202
New +$1.85M 0.09% 168