Global Financial Private Client’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 | – | Sell |
-96
| Closed | -$5K | – | 647 |
|
|
2025
Q1 | $5K | Buy |
96
+46
| +92% | +$2.4K | ﹤0.01% | 683 |
|
|
2024
Q4 | $2.36K | Buy |
50
+17
| +52% | +$802 | ﹤0.01% | 714 |
|
|
2024
Q3 | $1.39K | Hold |
33
| – | – | ﹤0.01% | 744 |
|
|
2024
Q2 | $1.35K | Hold |
33
| – | – | ﹤0.01% | 602 |
|
|
2024
Q1 | $1.24K | Hold |
33
| – | – | ﹤0.01% | 625 |
|
|
2023
Q4 | $1.1K | Hold |
33
| – | – | ﹤0.01% | 622 |
|
|
2023
Q3 | $906 | Hold |
33
| – | – | ﹤0.01% | 614 |
|
|
2023
Q2 | $904 | Hold |
33
| – | – | ﹤0.01% | 617 |
|
|
2023
Q1 | $828 | Hold |
33
| – | – | ﹤0.01% | 628 |
|
|
2022
Q4 | $947 | Hold |
33
| – | – | ﹤0.01% | 611 |
|
|
2022
Q3 | $902 | Hold |
33
| – | – | ﹤0.01% | 587 |
|
|
2022
Q2 | $869 | Hold |
33
| – | – | ﹤0.01% | 577 |
|
|
2022
Q1 | $1.02K | Hold |
33
| – | – | ﹤0.01% | 580 |
|
|
2021
Q4 | $1.08K | Hold |
33
| – | – | ﹤0.01% | 569 |
|
|
2021
Q3 | $997 | Hold |
33
| – | – | ﹤0.01% | 529 |
|
|
2021
Q2 | $1.02K | Hold |
33
| – | – | ﹤0.01% | 530 |
|
|
2021
Q1 | $1.09K | Hold |
33
| – | – | ﹤0.01% | 494 |
|
|
2020
Q4 | $844 | Buy |
+33
| New | +$844 | ﹤0.01% | 496 |
|