Creative Planning’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 | $801K | Buy |
14,281
+43
| +0.3% | +$2.41K | ﹤0.01% | 2046 |
|
|
2025
Q1 | $742K | Buy |
14,238
+261
| +2% | +$13.6K | ﹤0.01% | 1958 |
|
|
2024
Q4 | $659K | Buy |
13,977
+436
| +3% | +$20.6K | ﹤0.01% | 1965 |
|
|
2024
Q3 | $569K | Buy |
13,541
+476
| +4% | +$20K | ﹤0.01% | 1979 |
|
|
2024
Q2 | $534K | Buy |
13,065
+198
| +2% | +$8.09K | ﹤0.01% | 1881 |
|
|
2024
Q1 | $489K | Sell |
12,867
-26
| -0.2% | -$988 | ﹤0.01% | 1861 |
|
|
2023
Q4 | $429K | Buy |
12,893
+4,499
| +54% | +$150K | ﹤0.01% | 1805 |
|
|
2023
Q3 | $238K | Buy |
+8,394
| New | +$238K | ﹤0.01% | 2103 |
|
|
2023
Q1 | – | Sell |
-9,569
| Closed | -$275K | – | 2569 |
|
|
2022
Q4 | $275K | Buy |
+9,569
| New | +$275K | ﹤0.01% | 1771 |
|