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
2025
Q3
$264K Sell
2025
Q2
$315K Sell
2025
Q1
$354K Buy
2024
Q4
$318K Buy
2024
Q3
$281K Hold
2024
Q2
$273K Hold
2024
Q1
$254K Sell
2023
Q4
$256K Sell
2023
Q3
$256K Buy
2023
Q2
$239K Buy