Legacy Wealth Management (Mississippi)’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.69M | Sell |
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|
2025
Q2 | $2.2M | Sell |
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|
2025
Q1 | $2.12M | Hold |
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|
2024
Q4 | $1.92M | Sell |
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|
2024
Q3 | $1.72M | Hold |
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|
2024
Q2 | $1.67M | Hold |
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|
2024
Q1 | $1.55M | Hold |
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|
2023
Q4 | $1.36M | Hold |
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|
2023
Q3 | $1.16M | Hold |
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|
2023
Q2 | $1.11M | Hold |
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|
2023
Q1 | $1.04M | Hold |
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|
2022
Q4 | $1.17M | Hold |
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|
2022
Q3 | $1.08M | Hold |
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|
2022
Q2 | $1.07M | Hold |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.2M | Hold |
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|
2021
Q2 | $1.24M | Hold |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $769K | Sell |
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|
2020
Q2 | $819K | Buy |
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|
2020
Q1 | $594K | Buy |
|