Fiduciary Financial Group’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	$464K	Buy	8,303 +10	+0.1%	+$559	0.08%	141
2025 Q1	$380K	Sell	8,293 -849	-9%	-$38.9K	0.08%	148
2024 Q4	$440K	Sell	9,142 -495	-5%	-$23.8K	0.1%	130
2024 Q3	$413K	Buy	9,637 +605	+7%	+$25.9K	0.09%	134
2024 Q2	$390K	Buy	+9,032	New	+$390K	0.09%	134