Jackson Grant Investment Advisers’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 | $5.05K | Hold |
90
| – | – | ﹤0.01% | 320 |
|
|
2025
Q1 | $4.69K | Hold |
90
| – | – | ﹤0.01% | 316 |
|
|
2024
Q4 | $4.25K | Hold |
90
| – | – | ﹤0.01% | 335 |
|
|
2024
Q3 | $3.78K | Hold |
90
| – | – | ﹤0.01% | 338 |
|
|
2024
Q2 | $3.68K | Hold |
90
| – | – | ﹤0.01% | 336 |
|
|
2024
Q1 | $3.42K | Hold |
90
| – | – | ﹤0.01% | 325 |
|
|
2023
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 330 |
|
|
2023
Q3 | $2.56K | Buy |
+90
| New | +$2.56K | ﹤0.01% | 334 |
|
|
2023
Q2 | – | Sell |
-90
| Closed | -$2.29K | – | 438 |
|
|
2023
Q1 | $2.29K | Buy |
+90
| New | +$2.29K | ﹤0.01% | 381 |
|