EH
Equitable Holdings’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Buy |
148,996
+25,380
| +21% | +$1.2M | 0.06% | 254 |
|
|
2025
Q1 | $5.16M | Buy |
123,616
+10,944
| +10% | +$457K | 0.05% | 287 |
|
|
2024
Q4 | $4.95M | Sell |
112,672
-4,226
| -4% | -$186K | 0.05% | 282 |
|
|
2024
Q3 | $4.64M | Buy |
116,898
+1,824
| +2% | +$72.4K | 0.04% | 294 |
|
|
2024
Q2 | $4.58M | Buy |
115,074
+7,168
| +7% | +$285K | 0.05% | 282 |
|
|
2024
Q1 | $4.09M | Sell |
107,906
-17,181
| -14% | -$652K | 0.05% | 281 |
|
|
2023
Q4 | $4.21M | Buy |
125,087
+7,133
| +6% | +$240K | 0.05% | 250 |
|
|
2023
Q3 | $3.23M | Buy |
117,954
+7,775
| +7% | +$213K | 0.05% | 267 |
|
|
2023
Q2 | $3.16M | Buy |
110,179
+558
| +0.5% | +$16K | 0.05% | 259 |
|
|
2023
Q1 | $3.14M | Buy |
109,621
+7,765
| +8% | +$222K | 0.05% | 248 |
|
|
2022
Q4 | $3.37M | Sell |
101,856
-7,811
| -7% | -$259K | 0.06% | 213 |
|
|
2022
Q3 | $3.31M | Buy |
109,667
+4,253
| +4% | +$128K | 0.06% | 195 |
|
|
2022
Q2 | $3.28M | Sell |
105,414
-11,924
| -10% | -$371K | 0.06% | 195 |
|
|
2022
Q1 | $4.84M | Sell |
117,338
-3,327
| -3% | -$137K | 0.08% | 161 |
|
|
2021
Q4 | $5.37M | Buy |
120,665
+15,332
| +15% | +$682K | 0.08% | 156 |
|
|
2021
Q3 | $4.47M | Buy |
105,333
+1,641
| +2% | +$69.7K | 0.08% | 160 |
|
|
2021
Q2 | $4.28M | Buy |
103,692
+5,348
| +5% | +$220K | 0.07% | 157 |
|
|
2021
Q1 | $3.81M | Buy |
98,344
+14,491
| +17% | +$561K | 0.08% | 162 |
|
|
2020
Q4 | $2.54M | Sell |
83,853
-1,722
| -2% | -$52.2K | 0.06% | 195 |
|
|
2020
Q3 | $2.06M | Buy |
85,575
+6,822
| +9% | +$164K | 0.05% | 203 |
|
|
2020
Q2 | $1.87M | Sell |
78,753
-1,761
| -2% | -$41.8K | 0.05% | 217 |
|
|
2020
Q1 | $1.71M | Sell |
80,514
-16,734
| -17% | -$355K | 0.06% | 191 |
|
|
2019
Q4 | $3.43M | Buy |
+97,248
| New | +$3.43M | 0.1% | 124 |
|