Integrated Wealth Concepts’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 | $731K | Buy |
13,023
+2,931
| +29% | +$164K | 0.01% | 1073 |
|
|
2025
Q1 | $526K | Buy |
10,092
+112
| +1% | +$5.83K | 0.01% | 1118 |
|
|
2024
Q4 | $471K | Buy |
9,980
+472
| +5% | +$22.3K | 0.01% | 1151 |
|
|
2024
Q3 | $400K | Sell |
9,508
-19
| -0.2% | -$799 | ﹤0.01% | 1185 |
|
|
2024
Q2 | $389K | Buy |
9,527
+8
| +0.1% | +$327 | 0.01% | 1162 |
|
|
2024
Q1 | $362K | Buy |
9,519
+125
| +1% | +$4.75K | 0.01% | 1221 |
|
|
2023
Q4 | $313K | Buy |
9,394
+29
| +0.3% | +$966 | 0.01% | 1241 |
|
|
2023
Q3 | $266K | Buy |
9,365
+452
| +5% | +$12.8K | ﹤0.01% | 1286 |
|
|
2023
Q2 | $242K | Sell |
8,913
-260
| -3% | -$7.06K | ﹤0.01% | 1334 |
|
|
2023
Q1 | $233K | Buy |
9,173
+85
| +0.9% | +$2.16K | ﹤0.01% | 1166 |
|
|
2022
Q4 | $261K | Sell |
9,088
-624
| -6% | -$17.9K | 0.01% | 856 |
|
|
2022
Q3 | $256K | Sell |
9,712
-39
| -0.4% | -$1.03K | 0.01% | 788 |
|
|
2022
Q2 | $254K | Buy |
9,751
+49
| +0.5% | +$1.28K | 0.01% | 805 |
|
|
2022
Q1 | $300K | Sell |
9,702
-635
| -6% | -$19.6K | 0.01% | 740 |
|
|
2021
Q4 | $339K | Buy |
10,337
+450
| +5% | +$14.8K | 0.01% | 725 |
|
|
2021
Q3 | $293K | Buy |
+9,887
| New | +$293K | 0.01% | 749 |
|