First National Advisers’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 | $2.95M | Sell |
52,517
-476
| -0.9% | -$26.7K | 0.43% | 67 |
|
2025
Q1 | $2.76M | Sell |
52,993
-12,091
| -19% | -$630K | 0.44% | 67 |
|
2024
Q4 | $3.07M | Buy |
65,084
+3,174
| +5% | +$150K | 0.5% | 59 |
|
2024
Q3 | $2.6M | Buy |
61,910
+2,962
| +5% | +$124K | 0.41% | 80 |
|
2024
Q2 | $2.41M | Buy |
58,948
+14,623
| +33% | +$598K | 0.44% | 69 |
|
2024
Q1 | $1.52M | Buy |
44,325
+13,005
| +42% | +$447K | 0.34% | 96 |
|
2023
Q4 | $1.04M | Buy |
31,320
+9,566
| +44% | +$318K | 0.3% | 103 |
|
2023
Q3 | $618K | Buy |
21,754
+8,665
| +66% | +$246K | 0.28% | 107 |
|
2023
Q2 | $355K | Buy |
13,089
+277
| +2% | +$7.51K | 0.33% | 92 |
|
2023
Q1 | $325K | Buy |
12,812
+4,308
| +51% | +$109K | 0.37% | 87 |
|
2022
Q4 | $244K | Buy |
8,504
+870
| +11% | +$25K | 0.31% | 95 |
|
2022
Q3 | $201K | Buy |
+7,634
| New | +$201K | 0.3% | 95 |
|