Harvest Fund Management’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 | $622K | Sell |
11,095
-7,128
| -39% | -$400K | 0.03% | 223 |
|
|
2025
Q1 | $949K | Buy |
18,223
+9,656
| +113% | +$503K | 0.05% | 200 |
|
|
2024
Q4 | $404K | Buy |
8,567
+8,531
| +23,697% | +$402K | 0.02% | 363 |
|
|
2024
Q3 | $2K | Sell |
36
-6,858
| -99% | -$381K | ﹤0.01% | 575 |
|
|
2024
Q2 | $281K | Hold |
6,894
| – | – | 0.02% | 301 |
|
|
2024
Q1 | $262K | Buy |
6,894
+4,969
| +258% | +$189K | 0.02% | 283 |
|
|
2023
Q4 | $64K | Buy |
+1,925
| New | +$64K | 0.01% | 387 |
|
|
2023
Q1 | – | Sell |
-1,023
| Closed | -$29K | – | 767 |
|
|
2022
Q4 | $29K | Hold |
1,023
| – | – | 0.01% | 558 |
|
|
2022
Q3 | $27K | Hold |
1,023
| – | – | 0.01% | 510 |
|
|
2022
Q2 | $27K | Hold |
1,023
| – | – | 0.01% | 510 |
|
|
2022
Q1 | $31K | Hold |
1,023
| – | – | 0.01% | 522 |
|
|
2021
Q4 | $33K | Hold |
1,023
| – | – | 0.01% | 544 |
|
|
2021
Q3 | $30K | Hold |
1,023
| – | – | 0.01% | 529 |
|
|
2021
Q2 | $31K | Buy |
+1,023
| New | +$31K | ﹤0.01% | 554 |
|