Corient Private Wealth’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 | $2.65M | Sell |
47,311
-121
| -0.3% | -$6.79K | ﹤0.01% | 989 |
|
|
2025
Q1 | $2.47M | Sell |
47,432
-1,114
| -2% | -$58K | ﹤0.01% | 898 |
|
|
2024
Q4 | $2.29M | Sell |
48,546
-1,673
| -3% | -$78.9K | ﹤0.01% | 945 |
|
|
2024
Q3 | $2.11M | Buy |
50,219
+7,035
| +16% | +$296K | ﹤0.01% | 1047 |
|
|
2024
Q2 | $1.76M | Sell |
43,184
-1,596
| -4% | -$65.2K | ﹤0.01% | 1073 |
|
|
2024
Q1 | $1.7M | Sell |
44,780
-653
| -1% | -$24.8K | ﹤0.01% | 1099 |
|
|
2023
Q4 | $1.51M | Sell |
45,433
-1,498
| -3% | -$49.9K | ﹤0.01% | 1124 |
|
|
2023
Q3 | $1.33M | Sell |
46,931
-2,467
| -5% | -$70K | ﹤0.01% | 1080 |
|
|
2023
Q2 | $1.34M | Sell |
49,398
-16,645
| -25% | -$452K | ﹤0.01% | 1049 |
|
|
2023
Q1 | $1.68M | Sell |
66,043
-11,045
| -14% | -$280K | ﹤0.01% | 899 |
|
|
2022
Q4 | $2.21M | Buy |
+77,088
| New | +$2.21M | 0.01% | 673 |
|