Kestra Advisory Services’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 | $139K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $406K | Buy |
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|
2022
Q3 | $352K | Sell |
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|
2022
Q2 | $523K | Buy |
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|
2022
Q1 | $443K | Sell |
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|
2021
Q4 | $477K | Sell |
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|
2021
Q3 | $474K | Buy |
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|
2021
Q2 | $475K | Sell |
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|
2021
Q1 | $572K | Buy |
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|
2020
Q4 | $409K | Buy |
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|
2020
Q3 | $255K | Buy |
|