Guggenheim Capital’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 | $507K | Sell |
9,040
-494
| -5% | -$27.7K | ﹤0.01% | 1185 |
|
|
2025
Q1 | $497K | Sell |
9,534
-130
| -1% | -$6.77K | ﹤0.01% | 1202 |
|
|
2024
Q4 | $456K | Sell |
9,664
-12,404
| -56% | -$585K | ﹤0.01% | 1293 |
|
|
2024
Q3 | $928K | Buy |
+22,068
| New | +$928K | 0.01% | 1141 |
|
|
2023
Q2 | – | Sell |
-19,775
| Closed | -$502K | – | 1884 |
|
|
2023
Q1 | $502K | Sell |
19,775
-2,825
| -13% | -$71.7K | ﹤0.01% | 1489 |
|
|
2022
Q4 | $649K | Sell |
22,600
-428
| -2% | -$12.3K | 0.01% | 1367 |
|
|
2022
Q3 | $607K | Buy |
23,028
+1,249
| +6% | +$32.9K | 0.01% | 1389 |
|
|
2022
Q2 | $568K | Sell |
21,779
-7,901
| -27% | -$206K | ﹤0.01% | 1515 |
|
|
2022
Q1 | $918K | Sell |
29,680
-118,196
| -80% | -$3.66M | 0.01% | 1402 |
|
|
2021
Q4 | $4.85M | Sell |
147,876
-4,918
| -3% | -$161K | 0.03% | 696 |
|
|
2021
Q3 | $4.53M | Buy |
152,794
+70,268
| +85% | +$2.08M | 0.03% | 703 |
|
|
2021
Q2 | $2.51M | Buy |
82,526
+62,852
| +319% | +$1.91M | 0.01% | 962 |
|
|
2021
Q1 | $642K | Buy |
19,674
+5,425
| +38% | +$177K | ﹤0.01% | 1600 |
|
|
2020
Q4 | $365K | Buy |
14,249
+2,487
| +21% | +$63.7K | ﹤0.01% | 1762 |
|
|
2020
Q3 | $215K | Sell |
11,762
-2,624
| -18% | -$48K | ﹤0.01% | 1756 |
|
|
2020
Q2 | $278K | Sell |
14,386
-10,355
| -42% | -$200K | ﹤0.01% | 1630 |
|
|
2020
Q1 | $358K | Buy |
24,741
+2,544
| +11% | +$36.8K | ﹤0.01% | 1480 |
|
|
2019
Q4 | $550K | Sell |
22,197
-207
| -0.9% | -$5.13K | ﹤0.01% | 1553 |
|
|
2019
Q3 | $496K | Buy |
22,404
+4,965
| +28% | +$110K | ﹤0.01% | 1619 |
|
|
2019
Q2 | $364K | Sell |
17,439
-10,150
| -37% | -$212K | ﹤0.01% | 1798 |
|
|
2019
Q1 | $556K | Buy |
27,589
+4,145
| +18% | +$83.5K | ﹤0.01% | 1633 |
|
|
2018
Q4 | $390K | Buy |
+23,444
| New | +$390K | ﹤0.01% | 1790 |
|