IFP Advisors’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 | $224K | Buy |
1,530
+558
| +57% | +$81.6K | 0.01% | 1217 |
|
|
2025
Q1 | $50.6K | Buy |
972
+129
| +15% | +$6.72K | ﹤0.01% | 1880 |
|
|
2024
Q4 | $39.8K | Buy |
843
+124
| +17% | +$5.85K | ﹤0.01% | 1934 |
|
|
2024
Q3 | $30.2K | Buy |
719
+104
| +17% | +$4.37K | ﹤0.01% | 1960 |
|
|
2024
Q2 | $25.1K | Sell |
615
-4,177
| -87% | -$171K | ﹤0.01% | 1977 |
|
|
2024
Q1 | $182K | Buy |
4,792
+3,667
| +326% | +$139K | 0.01% | 1044 |
|
|
2023
Q4 | $37.5K | Buy |
1,125
+324
| +40% | +$10.8K | ﹤0.01% | 1659 |
|
|
2023
Q3 | $22.7K | Hold |
801
| – | – | ﹤0.01% | 1873 |
|
|
2023
Q2 | $21.8K | Sell |
801
-355
| -31% | -$9.64K | ﹤0.01% | 1956 |
|
|
2023
Q1 | $30.1K | Sell |
1,156
-977
| -46% | -$25.5K | ﹤0.01% | 1828 |
|
|
2022
Q4 | $57K | Buy |
2,133
+172
| +9% | +$4.6K | ﹤0.01% | 2140 |
|
|
2022
Q3 | $57K | Buy |
1,961
+323
| +20% | +$9.39K | ﹤0.01% | 2269 |
|
|
2022
Q2 | $47K | Hold |
1,638
| – | – | ﹤0.01% | 2208 |
|
|
2022
Q1 | $47K | Buy |
1,638
+943
| +136% | +$27.1K | ﹤0.01% | 2208 |
|
|
2021
Q4 | $23K | Buy |
695
+40
| +6% | +$1.32K | ﹤0.01% | 1850 |
|
|
2021
Q3 | $20K | Buy |
655
+261
| +66% | +$7.97K | ﹤0.01% | 1920 |
|
|
2021
Q2 | $12K | Buy |
394
+19
| +5% | +$579 | ﹤0.01% | 2129 |
|
|
2021
Q1 | $13K | Sell |
375
-1,263
| -77% | -$43.8K | ﹤0.01% | 2010 |
|
|
2020
Q4 | $41K | Sell |
1,638
-91
| -5% | -$2.28K | ﹤0.01% | 1511 |
|
|
2020
Q3 | $31K | Hold |
1,729
| – | – | ﹤0.01% | 1458 |
|
|
2020
Q2 | $32K | Buy |
1,729
+746
| +76% | +$13.8K | ﹤0.01% | 1396 |
|
|
2020
Q1 | $15K | Buy |
983
+621
| +172% | +$9.48K | ﹤0.01% | 1590 |
|
|
2019
Q4 | $8K | Buy |
362
+144
| +66% | +$3.18K | ﹤0.01% | 2006 |
|
|
2019
Q3 | $4K | Buy |
+218
| New | +$4K | ﹤0.01% | 2411 |
|
|
2019
Q1 | $5K | Buy |
246
+11
| +5% | +$224 | ﹤0.01% | 1848 |
|
|
2018
Q4 | $4K | Buy |
235
+73
| +45% | +$1.24K | ﹤0.01% | 2880 |
|
|
2018
Q3 | $3K | Hold |
162
| – | – | ﹤0.01% | 3362 |
|
|
2018
Q2 | $3K | Buy |
+162
| New | +$3K | ﹤0.01% | 3420 |
|
|
2016
Q2 | – | Sell |
-246
| Closed | -$5K | – | 3914 |
|
|
2016
Q1 | $5K | Buy |
+246
| New | +$5K | ﹤0.01% | 1848 |
|