Counterpoint Mutual Funds’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
$736K Buy
+13,115
New +$736K 0.07% 89
2024
Q4
$702K Sell
14,877
-3,555
-19% -$168K 0.09% 90
2024
Q3
$775K Buy
+18,432
New +$775K 0.15% 49
2023
Q1
Sell
-5,221
Closed -$150K 378
2022
Q4
$150K Buy
+5,221
New +$150K 0.16% 104