Lee Financial’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-322
| Closed | -$10.7K | – | 370 |
|
|
2023
Q4 | $10.7K | Sell |
322
-141
| -30% | -$4.7K | ﹤0.01% | 415 |
|
|
2023
Q3 | $13.1K | Hold |
463
| – | – | ﹤0.01% | 368 |
|
|
2023
Q2 | $12.6K | Buy |
463
+88
| +23% | +$2.39K | ﹤0.01% | 375 |
|
|
2023
Q1 | $9.52K | Buy |
+375
| New | +$9.52K | ﹤0.01% | 431 |
|
|
2022
Q4 | – | Sell |
-151
| Closed | -$4K | – | 948 |
|
|
2022
Q3 | $4K | Hold |
151
| – | – | ﹤0.01% | 568 |
|
|
2022
Q2 | $4K | Buy |
+151
| New | +$4K | ﹤0.01% | 586 |
|
|
2022
Q1 | – | Sell |
-30
| Closed | -$1K | – | 818 |
|
|
2021
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 832 |
|