Kathmere Capital Management’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $252K | Buy |
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|
2025
Q3 | $264K | Sell |
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|
2025
Q2 | $315K | Sell |
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|
2025
Q1 | $354K | Buy |
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|
2024
Q4 | $318K | Buy |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $254K | Sell |
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|
2023
Q4 | $256K | Sell |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $239K | Buy |
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