Donoghue Forlines’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 | – | Sell |
-43,779
| Closed | -$2.28M | – | 110 |
|
|
2025
Q1 | $2.28M | Buy |
+43,779
| New | +$2.28M | 0.72% | 40 |
|
|
2024
Q3 | – | Sell |
-36,470
| Closed | -$1.49M | – | 249 |
|
|
2024
Q2 | $1.49M | Buy |
+36,470
| New | +$1.49M | 0.42% | 56 |
|
|
2023
Q2 | – | Sell |
-14,615
| Closed | -$371K | – | 254 |
|
|
2023
Q1 | $371K | Sell |
14,615
-16,493
| -53% | -$419K | 0.13% | 176 |
|
|
2022
Q4 | $893K | Sell |
31,108
-7,640
| -20% | -$219K | 0.32% | 114 |
|
|
2022
Q3 | $1.02M | Buy |
+38,748
| New | +$1.02M | 0.37% | 37 |
|