Farther Finance 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 | $142K | Buy |
2,532
+1,372
| +118% | +$77K | ﹤0.01% | 1566 |
|
|
2025
Q1 | $60.6K | Sell |
1,160
-47
| -4% | -$2.46K | ﹤0.01% | 1803 |
|
|
2024
Q4 | $56.9K | Sell |
1,207
-140
| -10% | -$6.6K | ﹤0.01% | 1594 |
|
|
2024
Q3 | $56.6K | Sell |
1,347
-1,416
| -51% | -$59.5K | ﹤0.01% | 1582 |
|
|
2024
Q2 | $113K | Buy |
2,763
+1,809
| +190% | +$73.8K | 0.01% | 1082 |
|
|
2024
Q1 | $35.7K | Buy |
954
+1
| +0.1% | +$37 | ﹤0.01% | 1301 |
|
|
2023
Q4 | $31.7K | Buy |
953
+335
| +54% | +$11.2K | ﹤0.01% | 1182 |
|
|
2023
Q3 | $17.5K | Buy |
618
+19
| +3% | +$539 | ﹤0.01% | 1125 |
|
|
2023
Q2 | $16.3K | Sell |
599
-42
| -7% | -$1.14K | ﹤0.01% | 1056 |
|
|
2023
Q1 | $16.3K | Buy |
641
+11
| +2% | +$279 | ﹤0.01% | 965 |
|
|
2022
Q4 | $18.1K | Buy |
+630
| New | +$18.1K | 0.01% | 766 |
|