Equitable Holdings’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
+20,431
| New | +$502K | ﹤0.01% | 998 |
|
|
2023
Q3 | – | Sell |
-5,701
| Closed | -$208K | – | 1071 |
|
|
2023
Q2 | $208K | Buy |
+5,701
| New | +$208K | ﹤0.01% | 978 |
|
|
2021
Q4 | – | Sell |
-4,874
| Closed | -$226K | – | 855 |
|
|
2021
Q3 | $226K | Buy |
+4,874
| New | +$226K | ﹤0.01% | 766 |
|