Covestor’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 | $29K | Buy |
516
+26
| +5% | +$1.46K | 0.02% | 1108 |
|
|
2025
Q1 | $25K | Buy |
490
+51
| +12% | +$2.6K | 0.02% | 1114 |
|
|
2024
Q4 | $21K | Sell |
439
-207
| -32% | -$9.9K | 0.01% | 1167 |
|
|
2024
Q3 | $27K | Buy |
646
+246
| +62% | +$10.3K | 0.02% | 1098 |
|
|
2024
Q2 | $16K | Buy |
400
+1
| +0.3% | +$40 | 0.01% | 1284 |
|
|
2024
Q1 | $15K | Sell |
399
-2
| -0.5% | -$75 | 0.01% | 1311 |
|
|
2023
Q4 | $13K | Buy |
401
+2
| +0.5% | +$65 | 0.01% | 1379 |
|
|
2023
Q3 | $11K | Hold |
399
| – | – | 0.01% | 1371 |
|
|
2023
Q2 | $11K | Sell |
399
-4
| -1% | -$110 | 0.01% | 1383 |
|
|
2023
Q1 | $10K | Sell |
403
-8
| -2% | -$199 | 0.01% | 1308 |
|
|
2022
Q4 | $12K | Buy |
+411
| New | +$12K | 0.01% | 1231 |
|
|
2022
Q3 | – | Sell |
-430
| Closed | -$11K | – | 2142 |
|
|
2022
Q2 | $11K | Buy |
430
+1
| +0.2% | +$26 | 0.01% | 1164 |
|
|
2022
Q1 | $13K | Buy |
429
+185
| +76% | +$5.61K | 0.01% | 1212 |
|
|
2021
Q4 | $8K | Buy |
+244
| New | +$8K | 0.01% | 1090 |
|