IFM Investors’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 | $5.01M | Buy |
89,385
+2,426
| +3% | +$136K | 0.05% | 335 |
|
|
2025
Q1 | $4.53M | Hold |
86,959
| – | – | 0.05% | 348 |
|
|
2024
Q4 | $4.1M | Sell |
86,959
-2,681
| -3% | -$126K | 0.04% | 379 |
|
|
2024
Q3 | $3.77M | Sell |
89,640
-2,099
| -2% | -$88.2K | 0.04% | 420 |
|
|
2024
Q2 | $3.75M | Sell |
91,739
-1,043
| -1% | -$42.6K | 0.04% | 402 |
|
|
2024
Q1 | $3.53M | Sell |
92,782
-7,572
| -8% | -$288K | 0.04% | 414 |
|
|
2023
Q4 | $3.34M | Hold |
100,354
| – | – | 0.04% | 395 |
|
|
2023
Q3 | $2.85M | Sell |
100,354
-467
| -0.5% | -$13.3K | 0.04% | 428 |
|
|
2023
Q2 | $2.74M | Sell |
100,821
-18,718
| -16% | -$508K | 0.04% | 435 |
|
|
2023
Q1 | $3.04M | Buy |
119,539
+1,117
| +0.9% | +$28.4K | 0.05% | 386 |
|
|
2022
Q4 | $3.4M | Buy |
118,422
+39,594
| +50% | +$1.14M | 0.06% | 345 |
|
|
2022
Q3 | $2.08M | Buy |
78,828
+2,076
| +3% | +$54.7K | 0.04% | 431 |
|
|
2022
Q2 | $2M | Hold |
76,752
| – | – | 0.04% | 458 |
|
|
2022
Q1 | $2.37M | Buy |
76,752
+11,077
| +17% | +$342K | 0.04% | 452 |
|
|
2021
Q4 | $2.15M | Buy |
65,675
+4,509
| +7% | +$148K | 0.04% | 431 |
|
|
2021
Q3 | $1.81M | Hold |
61,166
| – | – | 0.04% | 458 |
|
|
2021
Q2 | $1.86M | Buy |
61,166
+8,721
| +17% | +$266K | 0.04% | 468 |
|
|
2021
Q1 | $1.71M | Buy |
52,445
+10,456
| +25% | +$341K | 0.05% | 408 |
|
|
2020
Q4 | $1.07M | Buy |
41,989
+7,806
| +23% | +$200K | 0.03% | 487 |
|
|
2020
Q3 | $623K | Buy |
34,183
+3,689
| +12% | +$67.2K | 0.03% | 512 |
|
|
2020
Q2 | $588K | Sell |
30,494
-4,583
| -13% | -$88.4K | 0.03% | 487 |
|
|
2020
Q1 | $542K | Sell |
35,077
-781
| -2% | -$12.1K | 0.02% | 515 |
|
|
2019
Q4 | $889K | Buy |
35,858
+6,409
| +22% | +$159K | 0.03% | 499 |
|
|
2019
Q3 | $653K | Buy |
29,449
+8,932
| +44% | +$198K | 0.02% | 548 |
|
|
2019
Q2 | $429K | Buy |
20,517
+10,128
| +97% | +$212K | 0.02% | 550 |
|
|
2019
Q1 | $209K | Hold |
10,389
| – | – | 0.01% | 591 |
|
|
2018
Q4 | $173K | Buy |
+10,389
| New | +$173K | 0.01% | 587 |
|