Kestra Advisory Services’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,244
| Closed | -$305K | – | 2146 |
|
|
2023
Q2 | $305K | Buy |
11,244
+378
| +3% | +$10.3K | ﹤0.01% | 1600 |
|
|
2023
Q1 | $276K | Sell |
10,866
-3,296
| -23% | -$83.7K | ﹤0.01% | 1622 |
|
|
2022
Q4 | $406K | Buy |
14,162
+801
| +6% | +$23K | ﹤0.01% | 1533 |
|
|
2022
Q3 | $352K | Sell |
13,361
-6,712
| -33% | -$177K | ﹤0.01% | 1516 |
|
|
2022
Q2 | $523K | Buy |
20,073
+5,736
| +40% | +$149K | 0.01% | 1305 |
|
|
2022
Q1 | $443K | Sell |
14,337
-207
| -1% | -$6.4K | ﹤0.01% | 1355 |
|
|
2021
Q4 | $477K | Sell |
14,544
-1,451
| -9% | -$47.6K | ﹤0.01% | 1348 |
|
|
2021
Q3 | $474K | Buy |
15,995
+398
| +3% | +$11.8K | ﹤0.01% | 1409 |
|
|
2021
Q2 | $475K | Sell |
15,597
-1,952
| -11% | -$59.4K | 0.01% | 1304 |
|
|
2021
Q1 | $572K | Buy |
17,549
+1,334
| +8% | +$43.5K | 0.01% | 1126 |
|
|
2020
Q4 | $409K | Buy |
16,215
+2,234
| +16% | +$56.3K | ﹤0.01% | 1313 |
|
|
2020
Q3 | $255K | Buy |
+13,981
| New | +$255K | ﹤0.01% | 1181 |
|