Ellevest Inc’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
Q2 | $549K | Buy |
|
|||||
|
2025
Q1 | $489K | Sell |
|
|||||
|
2024
Q4 | $453K | Sell |
|
|||||
|
2024
Q3 | $419K | Sell |
|
|||||
|
2024
Q2 | $409K | Sell |
|
|||||
|
2024
Q1 | $406K | Sell |
|
|||||
|
2023
Q4 | $360K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $46.3K | Sell |
|
|||||
|
2022
Q4 | $137K | Buy |
|
|||||
|
2022
Q3 | $86K | Sell |
|
|||||
|
2022
Q2 | $160K | Sell |
|
|||||
|
2022
Q1 | $252K | Buy |
|
|||||
|
2021
Q4 | $258K | Buy |
|
|||||
|
2021
Q3 | $206K | Buy |
|
|||||
|
2021
Q2 | $5K | Sell |
|
|||||
|
2021
Q1 | $48K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $36K | Sell |
|
|||||
|
2020
Q2 | $76K | Buy |
|