Equitable Holdings’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $606K | Sell |
22,338
-850
| -4% | -$23K | 0.01% | 948 |
|
2025
Q1 | $584K | Sell |
23,188
-1,250
| -5% | -$31.5K | 0.01% | 870 |
|
2024
Q4 | $586K | Sell |
24,438
-1,150
| -4% | -$27.6K | 0.01% | 830 |
|
2024
Q3 | $656K | Hold |
25,588
| – | – | 0.01% | 799 |
|
2024
Q2 | $458K | Sell |
25,588
-1,243
| -5% | -$22.2K | ﹤0.01% | 862 |
|
2024
Q1 | $812K | Sell |
26,831
-3,113
| -10% | -$94.3K | 0.01% | 667 |
|
2023
Q4 | $1.12M | Sell |
29,944
-1,015
| -3% | -$38K | 0.01% | 554 |
|
2023
Q3 | $1.1M | Sell |
30,959
-3,750
| -11% | -$134K | 0.02% | 517 |
|
2023
Q2 | $1.22M | Sell |
34,709
-125
| -0.4% | -$4.39K | 0.02% | 473 |
|
2023
Q1 | $869K | Buy |
34,834
+855
| +3% | +$21.3K | 0.01% | 505 |
|
2022
Q4 | $693K | Buy |
33,979
+1,500
| +5% | +$30.6K | 0.01% | 530 |
|
2022
Q3 | $747K | Sell |
32,479
-1,489
| -4% | -$34.2K | 0.01% | 463 |
|
2022
Q2 | $1.3M | Buy |
33,968
+4,163
| +14% | +$159K | 0.02% | 343 |
|
2022
Q1 | $769K | Hold |
29,805
| – | – | 0.01% | 474 |
|
2021
Q4 | $957K | Buy |
29,805
+2,250
| +8% | +$72.2K | 0.02% | 409 |
|
2021
Q3 | $724K | Sell |
27,555
-4,870
| -15% | -$128K | 0.01% | 469 |
|
2021
Q2 | $1.13M | Buy |
32,425
+2,700
| +9% | +$94.3K | 0.02% | 346 |
|
2021
Q1 | $743K | Buy |
+29,725
| New | +$743K | 0.02% | 414 |
|