Larson Financial Group’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 | $3.48K | Sell |
62
-38
| -38% | -$2.13K | ﹤0.01% | 2204 |
|
2025
Q1 | $5.21K | Buy |
100
+93
| +1,329% | +$4.84K | ﹤0.01% | 1862 |
|
2024
Q4 | $330 | Sell |
7
-41
| -85% | -$1.93K | ﹤0.01% | 2295 |
|
2024
Q3 | $2.02K | Buy |
48
+41
| +586% | +$1.72K | ﹤0.01% | 1840 |
|
2024
Q2 | $286 | Buy |
+7
| New | +$286 | ﹤0.01% | 1963 |
|
2022
Q4 | – | Sell |
-992
| Closed | -$26K | – | 1509 |
|
2022
Q3 | $26K | Buy |
992
+6
| +0.6% | +$157 | ﹤0.01% | 571 |
|
2022
Q2 | $26K | Buy |
986
+7
| +0.7% | +$185 | ﹤0.01% | 493 |
|
2022
Q1 | $30K | Buy |
979
+6
| +0.6% | +$184 | ﹤0.01% | 453 |
|
2021
Q4 | $32K | Buy |
973
+5
| +0.5% | +$164 | 0.01% | 461 |
|
2021
Q3 | $29K | Buy |
968
+6
| +0.6% | +$180 | 0.01% | 391 |
|
2021
Q2 | $29K | Buy |
962
+5
| +0.5% | +$151 | 0.01% | 375 |
|
2021
Q1 | $31K | Buy |
957
+5
| +0.5% | +$162 | 0.01% | 337 |
|
2020
Q4 | $24K | Buy |
952
+7
| +0.7% | +$176 | 0.01% | 333 |
|
2020
Q3 | $17K | Buy |
+945
| New | +$17K | 0.01% | 353 |
|