Geneos Wealth Management’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 | $46.6K | Sell |
830
-52
| -6% | -$2.92K | ﹤0.01% | 1607 |
|
|
2025
Q1 | $114K | Buy |
882
+424
| +93% | +$54.6K | ﹤0.01% | 1504 |
|
|
2024
Q4 | $21.6K | Sell |
458
-36
| -7% | -$1.7K | ﹤0.01% | 1694 |
|
|
2024
Q3 | $20.8K | Buy |
+494
| New | +$20.8K | ﹤0.01% | 1549 |
|
|
2022
Q3 | – | Sell |
-35
| Closed | – | – | 2183 |
|
|
2022
Q2 | $0 | Hold |
35
| – | – | ﹤0.01% | 2645 |
|
|
2022
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 2634 |
|
|
2021
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 2659 |
|