E. Ohman J:or Asset Management’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 | $660K | Hold |
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|
2025
Q2 | $729K | Hold |
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|
2025
Q1 | $677K | Sell |
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|
2024
Q4 | $693K | Hold |
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|
2024
Q3 | $618K | Hold |
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|
2024
Q2 | $601K | Hold |
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|
2024
Q1 | $559K | Hold |
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|
2023
Q4 | $490K | Hold |
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|
2023
Q3 | $417K | Hold |
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|
2023
Q2 | $399K | Hold |
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|
2023
Q1 | $373K | Hold |
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|
2022
Q4 | $422K | Sell |
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|
2022
Q3 | $472K | Sell |
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|
2022
Q2 | $547K | Buy |
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|
2022
Q1 | $464K | Sell |
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|
2021
Q4 | $734K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $219K | Hold |
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|
2020
Q2 | $231K | Hold |
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|
2020
Q1 | $173K | Buy |
|