Forum Financial Management’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 | $279K | Buy |
4,975
+46
| +0.9% | +$2.58K | ﹤0.01% | 712 |
|
|
2025
Q1 | $257K | Buy |
4,929
+525
| +12% | +$27.3K | ﹤0.01% | 678 |
|
|
2024
Q4 | $208K | Buy |
+4,404
| New | +$208K | ﹤0.01% | 832 |
|
|
2023
Q1 | – | Sell |
-7,841
| Closed | -$225K | – | 630 |
|
|
2022
Q4 | $225K | Sell |
7,841
-386
| -5% | -$11.1K | 0.01% | 506 |
|
|
2022
Q3 | $217K | Sell |
8,227
-1,956
| -19% | -$51.6K | 0.01% | 473 |
|
|
2022
Q2 | $265K | Buy |
+10,183
| New | +$265K | 0.01% | 401 |
|