JFS Wealth Advisors’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 | $14.6K | Hold |
260
| – | – | ﹤0.01% | 738 |
|
|
2025
Q1 | $13.5K | Hold |
260
| – | – | ﹤0.01% | 772 |
|
|
2024
Q4 | $12.3K | Buy |
260
+4
| +2% | +$189 | ﹤0.01% | 793 |
|
|
2024
Q3 | $10.8K | Buy |
256
+7
| +3% | +$294 | ﹤0.01% | 832 |
|
|
2024
Q2 | $10.2K | Hold |
249
| – | – | ﹤0.01% | 793 |
|
|
2024
Q1 | $9.47K | Hold |
249
| – | – | ﹤0.01% | 830 |
|
|
2023
Q4 | $8.29K | Sell |
249
-17
| -6% | -$566 | ﹤0.01% | 837 |
|
|
2023
Q3 | $7.55K | Buy |
266
+82
| +45% | +$2.33K | ﹤0.01% | 821 |
|
|
2023
Q2 | $5K | Sell |
184
-124
| -40% | -$3.37K | ﹤0.01% | 1002 |
|
|
2023
Q1 | $7.82K | Buy |
308
+22
| +8% | +$559 | ﹤0.01% | 805 |
|
|
2022
Q4 | $8.21K | Buy |
286
+55
| +24% | +$1.58K | ﹤0.01% | 782 |
|
|
2022
Q3 | $6K | Sell |
231
-161
| -41% | -$4.18K | ﹤0.01% | 903 |
|
|
2022
Q2 | $10K | Buy |
392
+177
| +82% | +$4.52K | ﹤0.01% | 760 |
|
|
2022
Q1 | $7K | Buy |
215
+122
| +131% | +$3.97K | ﹤0.01% | 913 |
|
|
2021
Q4 | $3K | Buy |
+93
| New | +$3K | ﹤0.01% | 931 |
|