Integrated Wealth Concepts’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
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|
2025
Q1 | $526K | Buy |
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|
2024
Q4 | $471K | Buy |
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|
2024
Q3 | $400K | Sell |
|
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|
2024
Q2 | $389K | Buy |
|
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|
2024
Q1 | $362K | Buy |
|
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|
2023
Q4 | $313K | Buy |
|
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|
2023
Q3 | $266K | Buy |
|
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $233K | Buy |
|
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $300K | Sell |
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|
2021
Q4 | $339K | Buy |
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|
2021
Q3 | $293K | Buy |
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