InceptionR’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	$483K	Buy	+8,611	New	+$483K	0.11%	329
2024 Q4	–	Sell	-9,137	Closed	-$384K	–	688
2024 Q3	$384K	Sell	9,137 -3,877	-30%	-$163K	0.09%	389
2024 Q2	$532K	Buy	+13,014	New	+$532K	0.15%	260