HSBC Holdings’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.4M | Buy |
873,962
+47,920
| +6% | +$2.05M | 0.02% | 626 |
|
|
2025
Q4 | $39.6M | Sell |
826,042
-63,017
| -7% | -$2.99M | 0.02% | 558 |
|
|
2025
Q3 | $45.3M | Sell |
889,059
-113,900
| -11% | -$6.03M | 0.03% | 505 |
|
|
2025
Q2 | $56.3M | Sell |
1,002,959
-241,899
| -19% | -$12.4M | 0.03% | 452 |
|
|
2025
Q1 | $64.2M | Sell |
1,244,858
-576,391
| -32% | -$30.2M | 0.04% | 417 |
|
|
2024
Q4 | $86.1M | Sell |
1,821,249
-612,936
| -25% | -$28.3M | 0.05% | 338 |
|
|
2024
Q3 | $102M | Sell |
2,434,185
-4,406,000
| -64% | -$181M | 0.06% | 297 |
|
|
2024
Q2 | $279M | Sell |
6,840,185
-478,895
| -7% | -$18.8M | 0.17% | 94 |
|
|
2024
Q1 | $278M | Sell |
7,319,080
-530,626
| -7% | -$18M | 0.19% | 97 |
|
|
2023
Q4 | $263M | Buy |
7,849,706
+7,227,568
| +1,162% | +$212M | 0.23% | 72 |
|
|
2023
Q3 | $17.7M | Buy |
622,138
+272,038
| +78% | +$7.68M | 0.02% | 664 |
|
|
2023
Q2 | $9.51M | Buy |
350,100
+19,276
| +6% | +$488K | 0.01% | 831 |
|
|
2023
Q1 | $8.39M | Buy |
330,824
+12,278
| +4% | +$362K | 0.01% | 922 |
|
|
2022
Q4 | $9.14M | Buy |
318,546
+164,059
| +106% | +$4.86M | 0.01% | 1007 |
|
|
2022
Q3 | $4.11M | Sell |
154,487
-54,209
| -26% | -$1.54M | 0.01% | 1261 |
|
|
2022
Q2 | $5.48M | Buy |
208,696
+39,268
| +23% | +$1.14M | 0.01% | 1162 |
|
|
2022
Q1 | $5.32M | Sell |
169,428
-740,870
| -81% | -$24.4M | 0.01% | 1162 |
|
|
2021
Q4 | $30M | Buy |
910,298
+662,041
| +267% | +$21.7M | 0.03% | 549 |
|
|
2021
Q3 | $7.4M | Buy |
248,257
+27,141
| +12% | +$822K | 0.01% | 993 |
|
|
2021
Q2 | $6.67M | Buy |
221,116
+101,813
| +85% | +$3.32M | 0.01% | 989 |
|
|
2021
Q1 | $3.89M | Buy |
119,303
+20,599
| +21% | +$594K | ﹤0.01% | 1107 |
|
|
2020
Q4 | $2.51M | Sell |
98,704
-72,298
| -42% | -$1.69M | ﹤0.01% | 1259 |
|
|
2020
Q3 | $3.15M | Sell |
171,002
-82,630
| -33% | -$1.66M | 0.01% | 1124 |
|
|
2020
Q2 | $4.89M | Sell |
253,632
-63,219
| -20% | -$1.13M | 0.01% | 865 |
|
|
2020
Q1 | $4.62M | Sell |
316,851
-56,224
| -15% | -$1.23M | 0.01% | 876 |
|
|
2019
Q4 | $9.28M | Buy |
373,075
+173,702
| +87% | +$4.03M | 0.02% | 849 |
|
|
2019
Q3 | $4.42M | Sell |
199,373
-107,784
| -35% | -$2.31M | 0.01% | 1238 |
|
|
2019
Q2 | $6.42M | Buy |
307,157
+270,586
| +740% | +$5.82M | 0.01% | 1043 |
|
|
2019
Q1 | $737K | Buy |
36,571
+13,127
| +56% | +$251K | ﹤0.01% | 1964 |
|
|
2018
Q4 | $390K | Buy |
+23,444
| New | +$457K | ﹤0.01% | 2199 |
|
Other funds holding EQH
VPM
VCM
