EOJOAM
E. Ohman J:or Asset Management’s Equitable Holdings EQH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Hold |
13,000
| – | – | 0.02% | 315 |
|
|
2025
Q1 | $677K | Sell |
13,000
-1,700
| -12% | -$88.6K | 0.02% | 324 |
|
|
2024
Q4 | $693K | Hold |
14,700
| – | – | 0.02% | 338 |
|
|
2024
Q3 | $618K | Hold |
14,700
| – | – | 0.02% | 342 |
|
|
2024
Q2 | $601K | Hold |
14,700
| – | – | 0.01% | 331 |
|
|
2024
Q1 | $559K | Hold |
14,700
| – | – | 0.01% | 335 |
|
|
2023
Q4 | $490K | Hold |
14,700
| – | – | 0.02% | 337 |
|
|
2023
Q3 | $417K | Hold |
14,700
| – | – | 0.02% | 368 |
|
|
2023
Q2 | $399K | Hold |
14,700
| – | – | 0.01% | 381 |
|
|
2023
Q1 | $373K | Hold |
14,700
| – | – | 0.01% | 389 |
|
|
2022
Q4 | $422K | Sell |
14,700
-3,200
| -18% | -$91.8K | 0.02% | 367 |
|
|
2022
Q3 | $472K | Sell |
17,900
-3,100
| -15% | -$81.7K | 0.02% | 348 |
|
|
2022
Q2 | $547K | Buy |
21,000
+6,000
| +40% | +$156K | 0.02% | 338 |
|
|
2022
Q1 | $464K | Sell |
15,000
-7,400
| -33% | -$229K | 0.02% | 385 |
|
|
2021
Q4 | $734K | Buy |
+22,400
| New | +$734K | 0.02% | 363 |
|
|
2020
Q4 | – | Sell |
-12,000
| Closed | -$219K | – | 434 |
|
|
2020
Q3 | $219K | Hold |
12,000
| – | – | 0.01% | 393 |
|
|
2020
Q2 | $231K | Hold |
12,000
| – | – | 0.01% | 381 |
|
|
2020
Q1 | $173K | Buy |
+12,000
| New | +$173K | 0.01% | 374 |
|