Jefferies Financial Group’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 | $1.15M | Sell |
20,537
-49,925
| -71% | -$2.8M | 0.01% | 492 |
|
|
2025
Q1 | $3.67M | Buy |
+70,462
| New | +$3.67M | 0.03% | 290 |
|
|
2024
Q3 | – | Sell |
-14,000
| Closed | -$572K | – | 1198 |
|
|
2024
Q2 | $572K | Sell |
14,000
-43,000
| -75% | -$1.76M | 0.01% | 708 |
|
|
2024
Q1 | $2.17M | Buy |
+57,000
| New | +$2.17M | 0.02% | 387 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1270 |
|
|
2023
Q1 | – | Sell |
-148,500
| Closed | -$4.26M | – | 1235 |
|
|
2022
Q4 | $4.26M | Buy |
+148,500
| New | +$4.26M | 0.03% | 221 |
|