EverSource Wealth Advisors’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Sell |
1,784
-1,120
| -39% | -$62.8K | ﹤0.01% | 1194 |
|
|
2025
Q1 | $151K | Buy |
2,904
+148
| +5% | +$7.71K | 0.01% | 762 |
|
|
2024
Q4 | $130K | Buy |
2,756
+134
| +5% | +$6.32K | 0.01% | 825 |
|
|
2024
Q3 | $110K | Buy |
2,622
+7
| +0.3% | +$294 | 0.01% | 766 |
|
|
2024
Q2 | $114K | Buy |
2,615
+10
| +0.4% | +$436 | 0.01% | 747 |
|
|
2024
Q1 | $96.2K | Buy |
2,605
+1,526
| +141% | +$56.3K | 0.01% | 722 |
|
|
2023
Q4 | $35.9K | Buy |
1,079
+24
| +2% | +$799 | ﹤0.01% | 1025 |
|
|
2023
Q3 | $30K | Buy |
1,055
+156
| +17% | +$4.43K | ﹤0.01% | 980 |
|
|
2023
Q2 | $24.4K | Sell |
899
-256
| -22% | -$6.95K | ﹤0.01% | 1071 |
|
|
2023
Q1 | $29.3K | Sell |
1,155
-766
| -40% | -$19.4K | ﹤0.01% | 958 |
|
|
2022
Q4 | $55.1K | Buy |
1,921
+333
| +21% | +$9.56K | 0.01% | 727 |
|
|
2022
Q3 | $43K | Buy |
1,588
+710
| +81% | +$19.2K | 0.01% | 668 |
|
|
2022
Q2 | $23K | Buy |
878
+45
| +5% | +$1.18K | 0.01% | 792 |
|
|
2022
Q1 | $26K | Hold |
833
| – | – | 0.01% | 613 |
|
|
2021
Q4 | $27K | Buy |
+833
| New | +$27K | 0.01% | 566 |
|