Deseret Mutual Benefit Administrators’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-241
| Closed | -$10.1K | – | 491 |
|
|
2024
Q3 | $10.1K | Sell |
241
-182
| -43% | -$7.65K | 0.01% | 462 |
|
|
2024
Q2 | $17.3K | Sell |
423
-238
| -36% | -$9.73K | 0.01% | 434 |
|
|
2024
Q1 | $25.1K | Sell |
661
-206
| -24% | -$7.83K | 0.01% | 405 |
|
|
2023
Q4 | $28.9K | Sell |
867
-238
| -22% | -$7.93K | 0.02% | 359 |
|
|
2023
Q3 | $31.4K | Sell |
1,105
-62
| -5% | -$1.76K | 0.02% | 367 |
|
|
2023
Q2 | $31.7K | Hold |
1,167
| – | – | 0.01% | 390 |
|
|
2023
Q1 | $29.6K | Hold |
1,167
| – | – | 0.01% | 389 |
|
|
2022
Q4 | $33.5K | Sell |
1,167
-937
| -45% | -$26.9K | 0.01% | 363 |
|
|
2022
Q3 | $55K | Sell |
2,104
-244
| -10% | -$6.38K | 0.02% | 376 |
|
|
2022
Q2 | $61K | Hold |
2,348
| – | – | 0.01% | 392 |
|
|
2022
Q1 | $73K | Sell |
2,348
-465
| -17% | -$14.5K | 0.01% | 393 |
|
|
2021
Q4 | $92K | Hold |
2,813
| – | – | 0.02% | 379 |
|
|
2021
Q3 | $83K | Sell |
2,813
-1,360
| -33% | -$40.1K | 0.02% | 388 |
|
|
2021
Q2 | $127K | Buy |
+4,173
| New | +$127K | 0.03% | 311 |
|