Edgestream Partners’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 | $9.48M | Buy |
168,926
+77,195
| +84% | +$4.33M | 0.26% | 85 |
|
|
2025
Q1 | $4.78M | Buy |
91,731
+68,513
| +295% | +$3.57M | 0.16% | 235 |
|
|
2024
Q4 | $1.1M | Sell |
23,218
-137,085
| -86% | -$6.47M | 0.05% | 546 |
|
|
2024
Q3 | $6.74M | Buy |
+160,303
| New | +$6.74M | 0.3% | 69 |
|
|
2024
Q1 | – | Sell |
-13,225
| Closed | -$440K | – | 869 |
|
|
2023
Q4 | $440K | Buy |
+13,225
| New | +$440K | 0.03% | 640 |
|