Mackenzie Financial’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.31M | Buy |
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|
2025
Q2 | $2.51M | Buy |
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|
2025
Q1 | $2.06M | Buy |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.54M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $269K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $339K | Sell |
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|
2020
Q2 | $945K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $519K | Buy |
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