Guggenheim Capital’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
Q4 | – | Sell |
-7,544
| Closed | -$383K | – | 1781 |
|
|
2025
Q3 | $383K | Sell |
7,544
-1,496
| -17% | -$79.2K | ﹤0.01% | 1296 |
|
|
2025
Q2 | $507K | Sell |
9,040
-494
| -5% | -$25.4K | ﹤0.01% | 1187 |
|
|
2025
Q1 | $497K | Sell |
9,534
-130
| -1% | -$6.81K | ﹤0.01% | 1204 |
|
|
2024
Q4 | $456K | Sell |
9,664
-12,404
| -56% | -$573K | ﹤0.01% | 1295 |
|
|
2024
Q3 | $928K | Buy |
+22,068
| New | +$905K | 0.01% | 1143 |
|
|
2023
Q2 | – | Sell |
-19,775
| Closed | -$502K | – | 1886 |
|
|
2023
Q1 | $502K | Sell |
19,775
-2,825
| -13% | -$83.4K | ﹤0.01% | 1491 |
|
|
2022
Q4 | $649K | Sell |
22,600
-428
| -2% | -$12.7K | 0.01% | 1369 |
|
|
2022
Q3 | $607K | Buy |
23,028
+1,249
| +6% | +$35.5K | 0.01% | 1391 |
|
|
2022
Q2 | $568K | Sell |
21,779
-7,901
| -27% | -$229K | ﹤0.01% | 1517 |
|
|
2022
Q1 | $918K | Sell |
29,680
-118,196
| -80% | -$3.9M | 0.01% | 1404 |
|
|
2021
Q4 | $4.85M | Sell |
147,876
-4,918
| -3% | -$161K | 0.03% | 698 |
|
|
2021
Q3 | $4.53M | Buy |
152,794
+70,268
| +85% | +$2.13M | 0.03% | 705 |
|
|
2021
Q2 | $2.51M | Buy |
82,526
+62,852
| +319% | +$2.05M | 0.01% | 964 |
|
|
2021
Q1 | $642K | Buy |
19,674
+5,425
| +38% | +$156K | ﹤0.01% | 1602 |
|
|
2020
Q4 | $365K | Buy |
14,249
+2,487
| +21% | +$58.2K | ﹤0.01% | 1764 |
|
|
2020
Q3 | $215K | Sell |
11,762
-2,624
| -18% | -$52.8K | ﹤0.01% | 1758 |
|
|
2020
Q2 | $278K | Sell |
14,386
-10,355
| -42% | -$185K | ﹤0.01% | 1632 |
|
|
2020
Q1 | $358K | Buy |
24,741
+2,544
| +11% | +$55.6K | ﹤0.01% | 1482 |
|
|
2019
Q4 | $550K | Sell |
22,197
-207
| -0.9% | -$4.8K | ﹤0.01% | 1555 |
|
|
2019
Q3 | $496K | Buy |
22,404
+4,965
| +28% | +$107K | ﹤0.01% | 1619 |
|
|
2019
Q2 | $364K | Sell |
17,439
-10,150
| -37% | -$218K | ﹤0.01% | 1798 |
|
|
2019
Q1 | $556K | Buy |
27,589
+4,145
| +18% | +$79.1K | ﹤0.01% | 1633 |
|
|
2018
Q4 | $390K | Buy |
+23,444
| New | +$457K | ﹤0.01% | 1792 |
|
Other funds holding EQH
TIM