Global Financial Private Client’s Equitable Holdings EQH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-96	Closed	-$5K	–	646
2025 Q1	$5K	Buy	96 +46	+92%	+$2.41K	﹤0.01%	683
2024 Q4	$2.36K	Buy	50 +17	+52%	+$785	﹤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	+$772	﹤0.01%	496