HB Wealth 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	$269K	Buy	4,788 +184	+4%	+$10.3K	﹤0.01%	966
2025 Q1	$240K	Buy	4,604 +111	+2%	+$5.78K	﹤0.01%	1038
2024 Q4	$212K	Buy	+4,493	New	+$212K	﹤0.01%	949