Forum Financial Management’s Equitable Holdings EQH Stock Holding History

Forum Financial Management’s Portfolio EQH Stock Details EQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$255K	Buy
2025 Q2	$279K	Buy
2025 Q1	$257K	Buy
2024 Q4	$208K	Buy
2023 Q1	–	Sell
2022 Q4	$225K	Sell
2022 Q3	$217K	Sell
2022 Q2	$265K	Buy