Cresset Asset Management’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 | $1.95M | Buy |
34,710
+29,859
| +616% | +$1.68M | 0.01% | 560 |
|
|
2025
Q1 | $253K | Buy |
+4,851
| New | +$253K | ﹤0.01% | 1391 |
|
|
2024
Q4 | – | Sell |
-10,994
| Closed | -$462K | – | 1780 |
|
|
2024
Q3 | $462K | Buy |
10,994
+541
| +5% | +$22.7K | ﹤0.01% | 1534 |
|
|
2024
Q2 | $427K | Buy |
10,453
+1,001
| +11% | +$40.9K | ﹤0.01% | 1484 |
|
|
2024
Q1 | $359K | Sell |
9,452
-31
| -0.3% | -$1.18K | ﹤0.01% | 1471 |
|
|
2023
Q4 | $316K | Buy |
9,483
+294
| +3% | +$9.79K | ﹤0.01% | 1442 |
|
|
2023
Q3 | $261K | Buy |
+9,189
| New | +$261K | ﹤0.01% | 1455 |
|
|
2019
Q2 | – | Sell |
-89
| Closed | -$2K | – | 838 |
|
|
2019
Q1 | $2K | Sell |
89
-34
| -28% | -$764 | ﹤0.01% | 1636 |
|
|
2018
Q4 | $2K | Buy |
+123
| New | +$2K | ﹤0.01% | 1297 |
|