Kempner 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 | $5.32M | Hold |
94,779
| – | – | 2.85% | 15 |
|
|
2025
Q1 | $4.94M | Sell |
94,779
-40,606
| -30% | -$2.12M | 2.78% | 16 |
|
|
2024
Q4 | $6.39M | Sell |
135,385
-23,987
| -15% | -$1.13M | 3.51% | 6 |
|
|
2024
Q3 | $6.7M | Hold |
159,372
| – | – | 3.43% | 6 |
|
|
2024
Q2 | $6.51M | Hold |
159,372
| – | – | 3.45% | 6 |
|
|
2024
Q1 | $6.06M | Sell |
159,372
-10
| -0% | -$380 | 3.28% | 8 |
|
|
2023
Q4 | $5.31M | Sell |
159,382
-46
| -0% | -$1.53K | 2.97% | 15 |
|
|
2023
Q3 | $4.53M | Hold |
159,428
| – | – | 2.72% | 14 |
|
|
2023
Q2 | $4.33M | Hold |
159,428
| – | – | 2.77% | 16 |
|
|
2023
Q1 | $4.05M | Buy |
159,428
+30,709
| +24% | +$780K | 2.37% | 23 |
|
|
2022
Q4 | $3.69M | Sell |
128,719
-621
| -0.5% | -$17.8K | 2.24% | 22 |
|
|
2022
Q3 | $3.41M | Hold |
129,340
| – | – | 2.25% | 19 |
|
|
2022
Q2 | $3.37M | Hold |
129,340
| – | – | 2.05% | 26 |
|
|
2022
Q1 | $4M | Sell |
129,340
-854
| -0.7% | -$26.4K | 2.19% | 18 |
|
|
2021
Q4 | $4.27M | Sell |
130,194
-386
| -0.3% | -$12.7K | 2.52% | 16 |
|
|
2021
Q3 | $3.87M | Buy |
+130,580
| New | +$3.87M | 2.21% | 16 |
|