Mather Group’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 | – | Sell |
-277
| Closed | -$14.4K | – | 942 |
|
|
2025
Q1 | $14.4K | Sell |
277
-32
| -10% | -$1.67K | ﹤0.01% | 1168 |
|
|
2024
Q4 | $14.6K | Buy |
309
+60
| +24% | +$2.83K | ﹤0.01% | 1153 |
|
|
2024
Q3 | $10.5K | Buy |
249
+16
| +7% | +$673 | ﹤0.01% | 1168 |
|
|
2024
Q2 | $8.86K | Hold |
233
| – | – | ﹤0.01% | 1485 |
|
|
2024
Q1 | $7.77K | Buy |
+233
| New | +$7.77K | ﹤0.01% | 1266 |
|