Hohimer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-95,521
| Closed | -$3.63M | – | 228 |
|
|
2024
Q1 | $3.63M | Sell |
95,521
-1,416
| -1% | -$53.8K | 0.85% | 40 |
|
|
2023
Q4 | $3.23M | Sell |
96,937
-1,396
| -1% | -$46.5K | 0.82% | 40 |
|
|
2023
Q3 | $2.79M | Sell |
98,333
-4,438
| -4% | -$126K | 0.8% | 41 |
|
|
2023
Q2 | $2.79M | Sell |
102,771
-5,330
| -5% | -$145K | 0.77% | 47 |
|
|
2023
Q1 | $2.74M | Buy |
108,101
+62,974
| +140% | +$1.6M | 0.79% | 43 |
|
|
2022
Q4 | $1.3M | Sell |
45,127
-84,881
| -65% | -$2.44M | 0.41% | 59 |
|
|
2022
Q3 | $3.43M | Buy |
130,008
+1,488
| +1% | +$39.2K | 1.1% | 27 |
|
|
2022
Q2 | $3.35M | Sell |
128,520
-8,448
| -6% | -$220K | 0.99% | 35 |
|
|
2022
Q1 | $4.23M | Buy |
136,968
+6,763
| +5% | +$209K | 0.84% | 32 |
|
|
2021
Q4 | $4.27M | Sell |
130,205
-15,398
| -11% | -$505K | 0.9% | 28 |
|
|
2021
Q3 | $4.32M | Sell |
145,603
-2,924
| -2% | -$86.7K | 0.9% | 32 |
|
|
2021
Q2 | $4.52M | Buy |
+148,527
| New | +$4.52M | 0.93% | 32 |
|