Mackenzie 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 | $2.51M | Buy |
44,685
+5,207
| +13% | +$292K | ﹤0.01% | 738 |
|
|
2025
Q1 | $2.06M | Buy |
39,478
+6,237
| +19% | +$325K | ﹤0.01% | 779 |
|
|
2024
Q4 | $1.57M | Sell |
33,241
-3,428
| -9% | -$162K | ﹤0.01% | 841 |
|
|
2024
Q3 | $1.54M | Buy |
+36,669
| New | +$1.54M | ﹤0.01% | 781 |
|
|
2024
Q2 | – | Sell |
-30,736
| Closed | -$1.17M | – | 1564 |
|
|
2024
Q1 | $1.17M | Buy |
+30,736
| New | +$1.17M | ﹤0.01% | 845 |
|
|
2023
Q1 | – | Sell |
-47,932
| Closed | -$1.38M | – | 1545 |
|
|
2022
Q4 | $1.38M | Buy |
47,932
+37,723
| +370% | +$1.08M | ﹤0.01% | 730 |
|
|
2022
Q3 | $269K | Buy |
+10,209
| New | +$269K | ﹤0.01% | 1130 |
|
|
2020
Q4 | – | Sell |
-18,570
| Closed | -$339K | – | 1052 |
|
|
2020
Q3 | $339K | Sell |
18,570
-30,430
| -62% | -$556K | ﹤0.01% | 851 |
|
|
2020
Q2 | $945K | Buy |
+49,000
| New | +$945K | ﹤0.01% | 676 |
|
|
2019
Q2 | – | Sell |
-25,770
| Closed | -$519K | – | 1134 |
|
|
2019
Q1 | $519K | Buy |
+25,770
| New | +$519K | ﹤0.01% | 1016 |
|