Janney Montgomery Scott’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 | $811K | Buy |
14,453
+131
| +0.9% | +$7.35K | ﹤0.01% | 1721 |
|
|
2025
Q1 | $746K | Sell |
14,322
-3,614
| -20% | -$188K | ﹤0.01% | 1726 |
|
|
2024
Q4 | $846K | Buy |
17,936
+448
| +3% | +$21.1K | ﹤0.01% | 1663 |
|
|
2024
Q3 | $735K | Sell |
17,488
-2,860
| -14% | -$120K | ﹤0.01% | 1710 |
|
|
2024
Q2 | $831K | Sell |
20,348
-4,947
| -20% | -$202K | ﹤0.01% | 1551 |
|
|
2024
Q1 | $961K | Sell |
25,295
-661
| -3% | -$25.1K | ﹤0.01% | 1549 |
|
|
2023
Q4 | $864K | Sell |
25,956
-57,015
| -69% | -$1.9M | ﹤0.01% | 1527 |
|
|
2023
Q3 | $2.36M | Sell |
82,971
-1,526
| -2% | -$43.3K | 0.01% | 955 |
|
|
2023
Q2 | $2.3M | Buy |
+84,497
| New | +$2.3M | 0.01% | 1011 |
|
|
2023
Q1 | – | Sell |
-91,973
| Closed | -$2.64M | – | 2597 |
|
|
2022
Q4 | $2.64M | Buy |
91,973
+15,536
| +20% | +$446K | 0.01% | 899 |
|
|
2022
Q3 | $2.01M | Buy |
+76,437
| New | +$2.01M | 0.01% | 965 |
|
|
2020
Q2 | – | Sell |
-10,069
| Closed | -$145K | – | 2007 |
|
|
2020
Q1 | $145K | Sell |
10,069
-16,829
| -63% | -$242K | ﹤0.01% | 1733 |
|
|
2019
Q4 | $667K | Buy |
26,898
+1,748
| +7% | +$43.3K | ﹤0.01% | 1281 |
|
|
2019
Q3 | $557K | Buy |
+25,150
| New | +$557K | ﹤0.01% | 1329 |
|