LRI Investments’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 | $67.8K | Hold |
1,209
| – | – | 0.01% | 499 |
|
|
2025
Q1 | $63K | Hold |
1,209
| – | – | 0.01% | 504 |
|
|
2024
Q4 | $57K | Hold |
1,209
| – | – | 0.01% | 511 |
|
|
2024
Q3 | $57.6K | Buy |
1,209
+97
| +9% | +$4.62K | 0.01% | 497 |
|
|
2024
Q2 | $45.4K | Buy |
1,112
+1,000
| +893% | +$40.9K | 0.01% | 485 |
|
|
2024
Q1 | $4.26K | Buy |
+112
| New | +$4.26K | ﹤0.01% | 659 |
|