Ellsworth Advisors’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 | – | Sell |
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|
2025
Q2 | $2.14M | Sell |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $894K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $235K | Buy |
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