Kathmere Capital 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 | $315K | Sell |
5,616
-1,171
| -17% | -$65.7K | 0.02% | 358 |
|
|
2025
Q1 | $354K | Buy |
6,787
+55
| +0.8% | +$2.87K | 0.03% | 294 |
|
|
2024
Q4 | $318K | Buy |
6,732
+47
| +0.7% | +$2.22K | 0.03% | 302 |
|
|
2024
Q3 | $281K | Hold |
6,685
| – | – | 0.03% | 297 |
|
|
2024
Q2 | $273K | Hold |
6,685
| – | – | 0.03% | 277 |
|
|
2024
Q1 | $254K | Sell |
6,685
-1,014
| -13% | -$38.5K | 0.03% | 256 |
|
|
2023
Q4 | $256K | Sell |
7,699
-1,317
| -15% | -$43.9K | 0.03% | 231 |
|
|
2023
Q3 | $256K | Buy |
9,016
+211
| +2% | +$5.99K | 0.04% | 214 |
|
|
2023
Q2 | $239K | Buy |
+8,805
| New | +$239K | 0.04% | 203 |
|