Franklin Resources’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 | $35.4M | Sell |
630,552
-70,075
| -10% | -$3.93M | 0.01% | 739 |
|
2025
Q1 | $36.5M | Buy |
700,627
+74,904
| +12% | +$3.9M | 0.01% | 710 |
|
2024
Q4 | $29.5M | Sell |
625,723
-112,714
| -15% | -$5.32M | 0.01% | 791 |
|
2024
Q3 | $32.5M | Sell |
738,437
-33,526
| -4% | -$1.48M | 0.01% | 732 |
|
2024
Q2 | $31.5M | Buy |
771,963
+103,917
| +16% | +$4.25M | 0.01% | 707 |
|
2024
Q1 | $25.4M | Buy |
668,046
+457,373
| +217% | +$17.4M | 0.01% | 795 |
|
2023
Q4 | $7.02M | Buy |
210,673
+118,178
| +128% | +$3.94M | ﹤0.01% | 1025 |
|
2023
Q3 | $2.63M | Sell |
92,495
-2,976
| -3% | -$84.5K | ﹤0.01% | 1296 |
|
2023
Q2 | $2.59M | Sell |
95,471
-72,316
| -43% | -$1.96M | ﹤0.01% | 1319 |
|
2023
Q1 | $4.26M | Buy |
167,787
+25,384
| +18% | +$645K | ﹤0.01% | 1129 |
|
2022
Q4 | $4.09M | Buy |
142,403
+55,799
| +64% | +$1.6M | ﹤0.01% | 1167 |
|
2022
Q3 | $2.28M | Buy |
86,604
+10,975
| +15% | +$289K | ﹤0.01% | 1297 |
|
2022
Q2 | $1.97M | Buy |
75,629
+18,415
| +32% | +$480K | ﹤0.01% | 1355 |
|
2022
Q1 | $1.77M | Sell |
57,214
-14,278
| -20% | -$441K | ﹤0.01% | 1448 |
|
2021
Q4 | $2.35M | Sell |
71,492
-1,283,383
| -95% | -$42.1M | ﹤0.01% | 1450 |
|
2021
Q3 | $40.2M | Sell |
1,354,875
-1,749,175
| -56% | -$51.8M | 0.02% | 718 |
|
2021
Q2 | $94.5M | Buy |
3,104,050
+3,073,138
| +9,942% | +$93.6M | 0.04% | 479 |
|
2021
Q1 | $1.01M | Sell |
30,912
-8,905
| -22% | -$291K | ﹤0.01% | 1479 |
|
2020
Q4 | $1.02M | Sell |
39,817
-56,190
| -59% | -$1.44M | ﹤0.01% | 1424 |
|
2020
Q3 | $1.75M | Buy |
96,007
+15,098
| +19% | +$275K | ﹤0.01% | 1247 |
|
2020
Q2 | $1.65M | Buy |
80,909
+67,818
| +518% | +$1.38M | ﹤0.01% | 1177 |
|
2020
Q1 | $189K | Buy |
+13,091
| New | +$189K | ﹤0.01% | 1421 |
|
2019
Q3 | – | Sell |
-37,648
| Closed | -$787K | – | 1528 |
|
2019
Q2 | $787K | Sell |
37,648
-1,327
| -3% | -$27.7K | ﹤0.01% | 1301 |
|
2019
Q1 | $785K | Buy |
+38,975
| New | +$785K | ﹤0.01% | 1262 |
|