JFS Wealth Advisors’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6K | Hold |
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|
2025
Q1 | $13.5K | Hold |
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|
2024
Q4 | $12.3K | Buy |
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|
2024
Q3 | $10.8K | Buy |
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|
2024
Q2 | $10.2K | Hold |
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|
2024
Q1 | $9.46K | Hold |
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|
2023
Q4 | $8.29K | Sell |
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|
2023
Q3 | $7.55K | Buy |
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|
2023
Q2 | $5K | Sell |
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|
2023
Q1 | $7.82K | Buy |
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|
2022
Q4 | $8.21K | Buy |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $10K | Buy |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | $3K | Buy |
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