Concourse Financial Group Securities’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2465 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4086 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4081 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4119 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4132 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4070 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4035 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3994 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3903 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3871 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3653 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3704 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3653 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3776 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3723 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3620 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3544 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3466 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3309 |
|
|
2020
Q2 | – | Sell |
-1,500
| Closed | -$22K | – | 3214 |
|
|
2020
Q1 | $22K | Buy |
+1,500
| New | +$22K | ﹤0.01% | 1198 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3188 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2904 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3230 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3213 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3093 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2678 |
|