Foster & Motley’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 | $10.2M | Buy |
181,501
+4,632
| +3% | +$260K | 0.59% | 37 |
|
|
2025
Q1 | $9.21M | Buy |
176,869
+2,726
| +2% | +$142K | 0.58% | 40 |
|
|
2024
Q4 | $8.21M | Buy |
174,143
+3,594
| +2% | +$170K | 0.53% | 46 |
|
|
2024
Q3 | $7.17M | Buy |
170,549
+3,648
| +2% | +$153K | 0.45% | 53 |
|
|
2024
Q2 | $6.82M | Buy |
166,901
+2,754
| +2% | +$113K | 0.47% | 52 |
|
|
2024
Q1 | $6.24M | Buy |
164,147
+5,442
| +3% | +$207K | 0.43% | 60 |
|
|
2023
Q4 | $5.29M | Buy |
158,705
+34,745
| +28% | +$1.16M | 0.39% | 69 |
|
|
2023
Q3 | $3.52M | Sell |
123,960
-1,116
| -0.9% | -$31.7K | 0.29% | 99 |
|
|
2023
Q2 | $3.4M | Sell |
125,076
-834
| -0.7% | -$22.7K | 0.26% | 109 |
|
|
2023
Q1 | $3.2M | Sell |
125,910
-503
| -0.4% | -$12.8K | 0.26% | 103 |
|
|
2022
Q4 | $3.63M | Sell |
126,413
-13,925
| -10% | -$400K | 0.31% | 86 |
|
|
2022
Q3 | $3.7M | Sell |
140,338
-7,172
| -5% | -$189K | 0.35% | 70 |
|
|
2022
Q2 | $3.85M | Sell |
147,510
-12,194
| -8% | -$318K | 0.34% | 69 |
|
|
2022
Q1 | $4.94M | Sell |
159,704
-1,969
| -1% | -$60.9K | 0.39% | 66 |
|
|
2021
Q4 | $5.3M | Buy |
161,673
+806
| +0.5% | +$26.4K | 0.41% | 61 |
|
|
2021
Q3 | $4.77M | Sell |
160,867
-4,527
| -3% | -$134K | 0.4% | 64 |
|
|
2021
Q2 | $5.04M | Sell |
165,394
-8,727
| -5% | -$266K | 0.42% | 60 |
|
|
2021
Q1 | $5.68M | Sell |
174,121
-10,891
| -6% | -$355K | 0.47% | 52 |
|
|
2020
Q4 | $4.73M | Sell |
185,012
-36,652
| -17% | -$938K | 0.46% | 59 |
|
|
2020
Q3 | $4.04M | Sell |
221,664
-2,384
| -1% | -$43.5K | 0.48% | 60 |
|
|
2020
Q2 | $4.32M | Sell |
224,048
-24,686
| -10% | -$476K | 0.54% | 54 |
|
|
2020
Q1 | $3.59M | Buy |
+248,734
| New | +$3.59M | 0.54% | 48 |
|