Cornerstone Planning Group’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 | $142K | Sell |
2,786
-1,042
| -27% | -$53.1K | 0.03% | 107 |
|
|
2025
Q1 | $187K | Buy |
3,828
+535
| +16% | +$26.2K | 0.04% | 90 |
|
|
2024
Q4 | $175K | Hold |
3,293
| – | – | 0.04% | 77 |
|
|
2024
Q3 | $151K | Sell |
3,293
-36
| -1% | -$1.65K | 0.04% | 90 |
|
|
2024
Q2 | $123K | Sell |
3,329
-280
| -8% | -$10.4K | 0.04% | 116 |
|
|
2024
Q1 | $139K | Buy |
3,609
+1,019
| +39% | +$39.3K | 0.04% | 93 |
|
|
2023
Q4 | $86.2K | Buy |
2,590
+87
| +3% | +$2.9K | 0.03% | 130 |
|
|
2023
Q3 | $71.1K | Sell |
2,503
-179
| -7% | -$5.08K | 0.03% | 141 |
|
|
2023
Q2 | $72.8K | Buy |
+2,682
| New | +$72.8K | 0.03% | 176 |
|