Jones Financial Companies’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
Q3 | $280K | Buy |
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|
2025
Q2 | $292K | Buy |
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|
2025
Q1 | $151K | Buy |
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|
2024
Q4 | $131K | Buy |
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|
2024
Q3 | $105K | Buy |
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|
2024
Q2 | $99.4K | Buy |
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|
2024
Q1 | $63.5K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.91K | Buy |
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|
2022
Q4 | $0 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $10K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2K | Buy |
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