EverSource Wealth 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
Q2 | $100K | Sell |
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|
2025
Q1 | $151K | Buy |
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|
2024
Q4 | $130K | Buy |
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|
2024
Q3 | $110K | Buy |
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|
2024
Q2 | $114K | Buy |
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|
2024
Q1 | $96.2K | Buy |
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|
2023
Q4 | $35.9K | Buy |
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|
2023
Q3 | $30K | Buy |
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|
2023
Q2 | $24.4K | Sell |
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|
2023
Q1 | $29.3K | Sell |
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|
2022
Q4 | $55.1K | Buy |
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|
2022
Q3 | $43K | Buy |
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|
2022
Q2 | $23K | Buy |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $27K | Buy |
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