Cornerstone Planning Group’s Equitable Holdings EQH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$135K Sell
2025
Q2
$142K Sell
2025
Q1
$187K Buy
2024
Q4
$175K Hold
2024
Q3
$151K Sell
2024
Q2
$123K Sell
2024
Q1
$139K Buy
2023
Q4
$86.2K Buy
2023
Q3
$71.1K Sell
2023
Q2
$72.8K Buy