Diversified Trust’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
Q3
$2.14M Hold
2025
Q2
$2.37M Sell
2025
Q1
$2.2M Buy
2024
Q4
$1.32M Buy
2024
Q3
$906K Buy
2024
Q2
$328K Buy
2022
Q1
Sell
2021
Q4
$224K Buy