INVST’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,165
| Closed | -$1.14M | – | 292 |
|
|
2024
Q4 | $1.14M | Buy |
24,165
+365
| +2% | +$17.2K | 0.14% | 100 |
|
|
2024
Q3 | $1M | Sell |
23,800
-81
| -0.3% | -$3.4K | 0.12% | 102 |
|
|
2024
Q2 | $975K | Buy |
23,881
+1,139
| +5% | +$46.5K | 0.11% | 106 |
|
|
2024
Q1 | $851K | Buy |
+22,742
| New | +$851K | 0.1% | 113 |
|