Jessup Wealth Management’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	$7.18M	Sell	128,044 -5,181	-4%	-$291K	2.88%	13
2025 Q1	$6.94M	Buy	133,225 +9,836	+8%	+$512K	2.92%	11
2024 Q4	$5.82M	Sell	123,389 -8,476	-6%	-$400K	2.48%	16
2024 Q3	$5.54M	Buy	131,865 +4,580	+4%	+$192K	2.54%	16
2024 Q2	$5.2M	Buy	+127,285	New	+$5.2M	2.22%	19