Convergence Investment Partners’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 | $1.29M | Buy |
22,949
+1,316
| +6% | +$73.8K | 0.33% | 109 |
|
|
2025
Q1 | $1.13M | Buy |
+21,633
| New | +$1.13M | 0.31% | 110 |
|
|
2020
Q1 | – | Sell |
-45,217
| Closed | -$1.12M | – | 233 |
|
|
2019
Q4 | $1.12M | Buy |
+45,217
| New | +$1.12M | 0.32% | 110 |
|
|
2019
Q2 | – | Sell |
-85,704
| Closed | -$1.73M | – | 324 |
|
|
2019
Q1 | $1.73M | Buy |
+85,704
| New | +$1.73M | 0.38% | 101 |
|