LPL Financial’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 | $4.52M | Buy |
80,533
+9,119
| +13% | +$512K | ﹤0.01% | 2390 |
|
|
2025
Q1 | $3.72M | Buy |
71,414
+10,089
| +16% | +$526K | ﹤0.01% | 2393 |
|
|
2024
Q4 | $2.89M | Buy |
61,325
+5,724
| +10% | +$270K | ﹤0.01% | 2506 |
|
|
2024
Q3 | $2.34M | Buy |
55,601
+147
| +0.3% | +$6.18K | ﹤0.01% | 2552 |
|
|
2024
Q2 | $2.27M | Buy |
55,454
+14,177
| +34% | +$579K | ﹤0.01% | 2479 |
|
|
2024
Q1 | $1.57M | Sell |
41,277
-14,906
| -27% | -$567K | ﹤0.01% | 2743 |
|
|
2023
Q4 | $1.87M | Buy |
56,183
+2,302
| +4% | +$76.7K | ﹤0.01% | 2453 |
|
|
2023
Q3 | $1.53M | Buy |
53,881
+8,126
| +18% | +$231K | ﹤0.01% | 2531 |
|
|
2023
Q2 | $1.24M | Buy |
45,755
+7,722
| +20% | +$210K | ﹤0.01% | 2653 |
|
|
2023
Q1 | $966K | Buy |
38,033
+810
| +2% | +$20.6K | ﹤0.01% | 2774 |
|
|
2022
Q4 | $1.07M | Sell |
37,223
-1,081
| -3% | -$31K | ﹤0.01% | 2577 |
|
|
2022
Q3 | $1.01M | Buy |
38,304
+2,532
| +7% | +$66.7K | ﹤0.01% | 2532 |
|
|
2022
Q2 | $933K | Sell |
35,772
-2,779
| -7% | -$72.5K | ﹤0.01% | 2617 |
|
|
2022
Q1 | $1.19M | Buy |
38,551
+1,202
| +3% | +$37.2K | ﹤0.01% | 2457 |
|
|
2021
Q4 | $1.23M | Buy |
37,349
+3,283
| +10% | +$108K | ﹤0.01% | 2467 |
|
|
2021
Q3 | $1.01M | Buy |
34,066
+9,113
| +37% | +$270K | ﹤0.01% | 2589 |
|
|
2021
Q2 | $760K | Buy |
24,953
+3,179
| +15% | +$96.8K | ﹤0.01% | 2790 |
|
|
2021
Q1 | $710K | Buy |
21,774
+810
| +4% | +$26.4K | ﹤0.01% | 2703 |
|
|
2020
Q4 | $536K | Buy |
20,964
+2,682
| +15% | +$68.6K | ﹤0.01% | 2676 |
|
|
2020
Q3 | $333K | Buy |
18,282
+1,916
| +12% | +$34.9K | ﹤0.01% | 2808 |
|
|
2020
Q2 | $316K | Buy |
16,366
+454
| +3% | +$8.77K | ﹤0.01% | 2777 |
|
|
2020
Q1 | $230K | Buy |
+15,912
| New | +$230K | ﹤0.01% | 2698 |
|