HighTower Advisors’s Equitable Holdings EQH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.76M | Buy |
31,432
+3,239
| +11% | +$182K | ﹤0.01% | 1633 |
|
2025
Q1 | $1.47M | Buy |
28,193
+5,987
| +27% | +$312K | ﹤0.01% | 1708 |
|
2024
Q4 | $1.05M | Sell |
22,206
-10,890
| -33% | -$514K | ﹤0.01% | 1917 |
|
2024
Q3 | $1.39M | Buy |
33,096
+162
| +0.5% | +$6.78K | ﹤0.01% | 1726 |
|
2024
Q2 | $1.34M | Buy |
+32,934
| New | +$1.34M | ﹤0.01% | 1685 |
|
2024
Q1 | – | Sell |
-29,531
| Closed | -$984K | – | 3368 |
|
2023
Q4 | $984K | Sell |
29,531
-3,474
| -11% | -$116K | ﹤0.01% | 1834 |
|
2023
Q3 | $937K | Buy |
+33,005
| New | +$937K | ﹤0.01% | 1803 |
|
2021
Q2 | – | Sell |
-15,738
| Closed | -$509K | – | 2941 |
|
2021
Q1 | $509K | Buy |
+15,738
| New | +$509K | ﹤0.01% | 1955 |
|
2019
Q4 | – | Sell |
-48,725
| Closed | -$1.08M | – | 2262 |
|
2019
Q3 | $1.08M | Sell |
48,725
-1,592
| -3% | -$35.3K | 0.01% | 1147 |
|
2019
Q2 | $1.05M | Buy |
+50,317
| New | +$1.05M | 0.01% | 1169 |
|