Legacy Wealth Management (Mississippi)’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 | $2.2M | Sell |
39,240
-1,365
| -3% | -$76.6K | 0.67% | 32 |
|
|
2025
Q1 | $2.12M | Hold |
40,605
| – | – | 0.69% | 35 |
|
|
2024
Q4 | $1.92M | Sell |
40,605
-265
| -0.6% | -$12.5K | 0.76% | 33 |
|
|
2024
Q3 | $1.72M | Hold |
40,870
| – | – | 0.63% | 36 |
|
|
2024
Q2 | $1.67M | Hold |
40,870
| – | – | 0.71% | 35 |
|
|
2024
Q1 | $1.55M | Hold |
40,870
| – | – | 0.7% | 36 |
|
|
2023
Q4 | $1.36M | Hold |
40,870
| – | – | 0.66% | 39 |
|
|
2023
Q3 | $1.16M | Hold |
40,870
| – | – | 0.6% | 42 |
|
|
2023
Q2 | $1.11M | Hold |
40,870
| – | – | 0.56% | 44 |
|
|
2023
Q1 | $1.04M | Hold |
40,870
| – | – | 0.57% | 41 |
|
|
2022
Q4 | $1.17M | Hold |
40,870
| – | – | 0.7% | 40 |
|
|
2022
Q3 | $1.08M | Hold |
40,870
| – | – | 0.73% | 41 |
|
|
2022
Q2 | $1.07M | Hold |
40,870
| – | – | 0.65% | 50 |
|
|
2022
Q1 | $1.26M | Buy |
40,870
+135
| +0.3% | +$4.17K | 0.66% | 49 |
|
|
2021
Q4 | $1.34M | Buy |
40,735
+100
| +0.2% | +$3.28K | 0.68% | 44 |
|
|
2021
Q3 | $1.2M | Hold |
40,635
| – | – | 0.64% | 47 |
|
|
2021
Q2 | $1.24M | Hold |
40,635
| – | – | 0.69% | 45 |
|
|
2021
Q1 | $1.33M | Buy |
40,635
+1,050
| +3% | +$34.3K | 0.8% | 39 |
|
|
2020
Q4 | $1.01M | Sell |
39,585
-2,600
| -6% | -$66.5K | 0.64% | 46 |
|
|
2020
Q3 | $769K | Sell |
42,185
-270
| -0.6% | -$4.93K | 0.53% | 50 |
|
|
2020
Q2 | $819K | Buy |
42,455
+1,335
| +3% | +$25.8K | 0.63% | 48 |
|
|
2020
Q1 | $594K | Buy |
+41,120
| New | +$594K | 0.55% | 51 |
|