J.V. Bruni & Co’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	$37.8M	Buy	674,394 +45,347	+7%	+$2.54M	3.98%	11
2025 Q1	$32.8M	Buy	+629,047	New	+$32.8M	3.81%	13