Loomis, Sayles & Company’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 |
-764
| Closed | -$25K | – | 782 |
|
|
2023
Q4 | $25K | Sell |
764
-39
| -5% | -$1.28K | ﹤0.01% | 670 |
|
|
2023
Q3 | $23K | Buy |
803
+592
| +281% | +$17K | ﹤0.01% | 684 |
|
|
2023
Q2 | $6K | Sell |
211
-188
| -47% | -$5.35K | ﹤0.01% | 775 |
|
|
2023
Q1 | $10K | Buy |
+399
| New | +$10K | ﹤0.01% | 841 |
|
|
2022
Q4 | – | Sell |
-63
| Closed | -$2K | – | 893 |
|
|
2022
Q3 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 790 |
|
|
2020
Q4 | – | Sell |
-9,346
| Closed | -$170K | – | 807 |
|
|
2020
Q3 | $170K | Buy |
+9,346
| New | +$170K | ﹤0.01% | 511 |
|