Diversified Trust’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 | $2.37M | Sell |
42,186
-90
| -0.2% | -$5.05K | 0.05% | 208 |
|
|
2025
Q1 | $2.2M | Buy |
42,276
+14,380
| +52% | +$749K | 0.05% | 198 |
|
|
2024
Q4 | $1.32M | Buy |
27,896
+6,336
| +29% | +$299K | 0.03% | 307 |
|
|
2024
Q3 | $906K | Buy |
21,560
+13,526
| +168% | +$568K | 0.02% | 406 |
|
|
2024
Q2 | $328K | Buy |
+8,034
| New | +$328K | 0.01% | 664 |
|
|
2022
Q1 | – | Sell |
-6,838
| Closed | -$224K | – | 828 |
|
|
2021
Q4 | $224K | Buy |
+6,838
| New | +$224K | 0.01% | 734 |
|