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