Gradient Investments’s Equinor EQNR Stock Holding History

Gradient Investments’s Portfolio EQNR Stock Details EQNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.89M	Buy	187,623 +3,474	+2%	+$130K	0.08%	183
2026 Q1	$7.77M	Buy	+184,149	New	+$5.55M	0.12%	158
2024 Q1	–	Sell	-185	Closed	-$5.85K	–	1405
2023 Q4	$5.85K	Hold	185	–	–	﹤0.01%	957
2023 Q3	$6.07K	Sell	185 -31	-14%	-$961	﹤0.01%	908
2023 Q2	$6.31K	Buy	216 +107	+98%	+$3.05K	﹤0.01%	905
2023 Q1	$3.1K	Hold	109	–	–	﹤0.01%	1043
2022 Q4	$3.9K	Sell	109 -17	-13%	-$610	﹤0.01%	972
2022 Q3	$4K	Buy	126 +17	+16%	+$613	﹤0.01%	988
2022 Q2	$4K	Sell	109 -7	-6%	-$250	﹤0.01%	929
2022 Q1	$4K	Buy	116 +7	+6%	+$218	﹤0.01%	919
2021 Q4	$3K	Buy	+109	New	+$2.88K	﹤0.01%	1011

Other funds holding EQNR

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return