Greenleaf Trust’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 | $951K | Sell |
16,955
-854
| -5% | -$47.9K | 0.01% | 326 |
|
|
2025
Q1 | $928K | Hold |
17,809
| – | – | 0.01% | 344 |
|
|
2024
Q4 | $840K | Hold |
17,809
| – | – | 0.01% | 372 |
|
|
2024
Q3 | $749K | Hold |
17,809
| – | – | 0.01% | 412 |
|
|
2024
Q2 | $728K | Sell |
17,809
-16
| -0.1% | -$654 | 0.01% | 376 |
|
|
2024
Q1 | $678K | Sell |
17,825
-148
| -0.8% | -$5.63K | 0.01% | 388 |
|
|
2023
Q4 | $599K | Buy |
17,973
+168
| +0.9% | +$5.59K | 0.01% | 412 |
|
|
2023
Q3 | $505K | Buy |
17,805
+20
| +0.1% | +$568 | 0.01% | 429 |
|
|
2023
Q2 | $483K | Sell |
17,785
-2,515
| -12% | -$68.3K | 0.01% | 460 |
|
|
2023
Q1 | $515K | Sell |
20,300
-354
| -2% | -$8.99K | 0.01% | 447 |
|
|
2022
Q4 | $593K | Buy |
20,654
+1,041
| +5% | +$29.9K | 0.01% | 400 |
|
|
2022
Q3 | $517K | Buy |
19,613
+632
| +3% | +$16.7K | 0.01% | 390 |
|
|
2022
Q2 | $495K | Buy |
18,981
+10
| +0.1% | +$261 | 0.01% | 396 |
|
|
2022
Q1 | $586K | Buy |
18,971
+1,498
| +9% | +$46.3K | 0.01% | 373 |
|
|
2021
Q4 | $573K | Buy |
17,473
+53
| +0.3% | +$1.74K | 0.01% | 380 |
|
|
2021
Q3 | $516K | Buy |
17,420
+68
| +0.4% | +$2.01K | 0.01% | 382 |
|
|
2021
Q2 | $528K | Hold |
17,352
| – | – | 0.01% | 377 |
|
|
2021
Q1 | $566K | Hold |
17,352
| – | – | 0.01% | 342 |
|
|
2020
Q4 | $444K | Hold |
17,352
| – | – | 0.01% | 370 |
|
|
2020
Q3 | $317K | Sell |
17,352
-242
| -1% | -$4.42K | ﹤0.01% | 398 |
|
|
2020
Q2 | $339K | Buy |
+17,594
| New | +$339K | 0.01% | 372 |
|
|
2020
Q1 | – | Sell |
-26,438
| Closed | -$655K | – | 524 |
|
|
2019
Q4 | $655K | Buy |
+26,438
| New | +$655K | 0.01% | 234 |
|
|
2019
Q3 | – | Sell |
-39,286
| Closed | -$821K | – | 566 |
|
|
2019
Q2 | $821K | Buy |
+39,286
| New | +$821K | 0.01% | 190 |
|
|
2018
Q4 | – | Sell |
-31,811
| Closed | -$682K | – | 513 |
|
|
2018
Q3 | $682K | Buy |
+31,811
| New | +$682K | 0.01% | 228 |
|