Creative Planning’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
Q4 | $698K | Sell |
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|
2025
Q3 | $762K | Buy |
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|
2025
Q2 | $801K | Buy |
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|
2025
Q1 | $742K | Buy |
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|
2024
Q4 | $659K | Buy |
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|
2024
Q3 | $569K | Buy |
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|
2024
Q2 | $534K | Buy |
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|
2024
Q1 | $489K | Sell |
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|
2023
Q4 | $429K | Buy |
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|
2023
Q3 | $238K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $275K | Buy |
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