Continuum Advisory’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
-176
Closed -$9.17K 748
2025
Q1
$9.17K Sell
176
-390
-69% -$20.3K ﹤0.01% 1000
2024
Q4
$26.7K Sell
566
-39
-6% -$1.84K ﹤0.01% 792
2024
Q3
$28.8K Sell
605
-105
-15% -$5K ﹤0.01% 764
2024
Q2
$29K Buy
710
+5
+0.7% +$204 ﹤0.01% 721
2024
Q1
$27.9K Buy
+705
New +$27.9K ﹤0.01% 719