Foster & Motley’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.31M | Buy |
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|
2025
Q2 | $10.2M | Buy |
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|
2025
Q1 | $9.21M | Buy |
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|
2024
Q4 | $8.21M | Buy |
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|
2024
Q3 | $7.17M | Buy |
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|
2024
Q2 | $6.82M | Buy |
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|
2024
Q1 | $6.24M | Buy |
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|
2023
Q4 | $5.29M | Buy |
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|
2023
Q3 | $3.52M | Sell |
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|
2023
Q2 | $3.4M | Sell |
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|
2023
Q1 | $3.2M | Sell |
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|
2022
Q4 | $3.63M | Sell |
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|
2022
Q3 | $3.7M | Sell |
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|
2022
Q2 | $3.85M | Sell |
|
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|
2022
Q1 | $4.94M | Sell |
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|
2021
Q4 | $5.3M | Buy |
|
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|
2021
Q3 | $4.77M | Sell |
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|
2021
Q2 | $5.04M | Sell |
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|
2021
Q1 | $5.68M | Sell |
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|
2020
Q4 | $4.73M | Sell |
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|
2020
Q3 | $4.04M | Sell |
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|
2020
Q2 | $4.32M | Sell |
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|
2020
Q1 | $3.59M | Buy |
|