Institutional & Family Asset 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
Q1 | – | Sell |
-234
| Closed | -$7.79K | – | 742 |
|
|
2023
Q4 | $7.79K | Sell |
234
-53
| -18% | -$1.77K | ﹤0.01% | 419 |
|
|
2023
Q3 | $8.15K | Sell |
287
-114
| -28% | -$3.24K | ﹤0.01% | 403 |
|
|
2023
Q2 | $10.9K | Sell |
401
-10
| -2% | -$272 | ﹤0.01% | 374 |
|
|
2023
Q1 | $10.4K | Hold |
411
| – | – | ﹤0.01% | 372 |
|
|
2022
Q4 | $11.8K | Hold |
411
| – | – | ﹤0.01% | 358 |
|
|
2022
Q3 | $11K | Hold |
411
| – | – | ﹤0.01% | 372 |
|
|
2022
Q2 | $11K | Hold |
411
| – | – | ﹤0.01% | 371 |
|
|
2022
Q1 | $13K | Sell |
411
-5
| -1% | -$158 | ﹤0.01% | 406 |
|
|
2021
Q4 | $14K | Hold |
416
| – | – | ﹤0.01% | 403 |
|
|
2021
Q3 | $12K | Buy |
416
+36
| +9% | +$1.04K | ﹤0.01% | 521 |
|
|
2021
Q2 | $12K | Hold |
380
| – | – | ﹤0.01% | 557 |
|
|
2021
Q1 | $12K | Sell |
380
-1
| -0.3% | -$32 | ﹤0.01% | 541 |
|
|
2020
Q4 | $10K | Hold |
381
| – | – | ﹤0.01% | 529 |
|
|
2020
Q3 | $7K | Hold |
381
| – | – | ﹤0.01% | 535 |
|
|
2020
Q2 | $7K | Sell |
381
-25
| -6% | -$459 | ﹤0.01% | 532 |
|
|
2020
Q1 | $6K | Buy |
+406
| New | +$6K | ﹤0.01% | 518 |
|