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