Equitable Holdings’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
3,607
+298
| +9% | +$157K | 0.02% | 589 |
|
|
2025
Q1 | $1.68M | Buy |
3,309
+522
| +19% | +$265K | 0.02% | 560 |
|
|
2024
Q4 | $1.39M | Buy |
2,787
+479
| +21% | +$239K | 0.01% | 584 |
|
|
2024
Q3 | $1.19M | Buy |
2,308
+239
| +12% | +$123K | 0.01% | 628 |
|
|
2024
Q2 | $923K | Buy |
2,069
+118
| +6% | +$52.6K | 0.01% | 667 |
|
|
2024
Q1 | $830K | Buy |
1,951
+115
| +6% | +$48.9K | 0.01% | 662 |
|
|
2023
Q4 | $809K | Buy |
1,836
+1,096
| +148% | +$483K | 0.01% | 639 |
|
|
2023
Q3 | $270K | Buy |
740
+89
| +14% | +$32.5K | ﹤0.01% | 898 |
|
|
2023
Q2 | $261K | Buy |
+651
| New | +$261K | ﹤0.01% | 903 |
|
|
2022
Q4 | – | Sell |
-719
| Closed | -$220K | – | 948 |
|
|
2022
Q3 | $220K | Buy |
+719
| New | +$220K | ﹤0.01% | 780 |
|