FinTrust Capital Advisors’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $840K | Sell |
19,990
-167
| -0.8% | -$7.02K | 0.14% | 130 |
|
|
2024
Q2 | $824K | Buy |
20,157
+2,448
| +14% | +$100K | 0.15% | 127 |
|
|
2024
Q1 | $673K | Sell |
17,709
-24
| -0.1% | -$912 | 0.13% | 145 |
|
|
2023
Q4 | $591K | Sell |
17,733
-820
| -4% | -$27.3K | 0.12% | 157 |
|
|
2023
Q3 | $527K | Buy |
18,553
+10,754
| +138% | +$305K | 0.12% | 158 |
|
|
2023
Q2 | $224K | Hold |
7,799
| – | – | 0.05% | 248 |
|
|
2023
Q1 | $224K | Hold |
7,799
| – | – | 0.05% | 246 |
|
|
2022
Q4 | $224K | Buy |
7,799
+7,521
| +2,705% | +$216K | 0.05% | 248 |
|
|
2022
Q3 | $8K | Buy |
+278
| New | +$8K | ﹤0.01% | 919 |
|
|
2019
Q2 | – | Sell |
-36
| Closed | -$1K | – | 1109 |
|
|
2019
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 1178 |
|
|
2018
Q4 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 1185 |
|