Global Retirement Partners’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 | $72.3K | Buy |
+1,289
| New | +$72.3K | ﹤0.01% | 1587 |
|
|
2024
Q4 | $62.5K | Sell |
1,324
-155
| -10% | -$7.31K | ﹤0.01% | 1512 |
|
|
2024
Q3 | $62.2K | Buy |
1,479
+152
| +11% | +$6.39K | ﹤0.01% | 1459 |
|
|
2024
Q2 | $54.2K | Buy |
1,327
+461
| +53% | +$18.8K | ﹤0.01% | 1494 |
|
|
2024
Q1 | $32.9K | Sell |
866
-293
| -25% | -$11.1K | ﹤0.01% | 1598 |
|
|
2023
Q4 | $37.5K | Buy |
1,159
+39
| +3% | +$1.26K | ﹤0.01% | 1497 |
|
|
2023
Q3 | $30.1K | Sell |
1,120
-101
| -8% | -$2.71K | ﹤0.01% | 1493 |
|
|
2023
Q2 | $33.2K | Buy |
1,221
+6
| +0.5% | +$163 | ﹤0.01% | 1454 |
|
|
2023
Q1 | $29.8K | Buy |
1,215
+155
| +15% | +$3.8K | ﹤0.01% | 1470 |
|
|
2022
Q4 | $30.4K | Buy |
1,060
+177
| +20% | +$5.08K | ﹤0.01% | 1300 |
|
|
2022
Q3 | $27K | Buy |
883
+74
| +9% | +$2.26K | ﹤0.01% | 1256 |
|
|
2022
Q2 | $21K | Hold |
809
| – | – | ﹤0.01% | 1338 |
|
|
2022
Q1 | $23K | Buy |
+809
| New | +$23K | ﹤0.01% | 1301 |
|
|
2021
Q4 | – | Sell |
-746
| Closed | -$22K | – | 667 |
|
|
2021
Q3 | $22K | Sell |
746
-265
| -26% | -$7.82K | ﹤0.01% | 1173 |
|
|
2021
Q2 | $31K | Buy |
1,011
+1
| +0.1% | +$31 | ﹤0.01% | 1036 |
|
|
2021
Q1 | $33K | Sell |
1,010
-66
| -6% | -$2.16K | ﹤0.01% | 932 |
|
|
2020
Q4 | $28K | Buy |
1,076
+174
| +19% | +$4.53K | ﹤0.01% | 924 |
|
|
2020
Q3 | $16K | Buy |
902
+214
| +31% | +$3.8K | ﹤0.01% | 994 |
|
|
2020
Q2 | $13K | Buy |
688
+78
| +13% | +$1.47K | ﹤0.01% | 1032 |
|
|
2020
Q1 | $9K | Buy |
610
+354
| +138% | +$5.22K | ﹤0.01% | 1052 |
|
|
2019
Q4 | $6K | Sell |
256
-177
| -41% | -$4.15K | ﹤0.01% | 1279 |
|
|
2019
Q3 | $10K | Buy |
+433
| New | +$10K | ﹤0.01% | 1112 |
|
|
2018
Q4 | – | Sell |
-79
| Closed | -$2K | – | 1476 |
|
|
2018
Q3 | $2K | Hold |
79
| – | – | ﹤0.01% | 1388 |
|
|
2018
Q2 | $2K | Buy |
+79
| New | +$2K | ﹤0.01% | 1380 |
|