Meeder Asset Management’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 | $24.6K | Buy |
438
+55
| +14% | +$3.09K | ﹤0.01% | 483 |
|
2025
Q1 | $20K | Buy |
383
+183
| +92% | +$9.53K | ﹤0.01% | 540 |
|
2024
Q4 | $9.43K | Sell |
200
-16
| -7% | -$755 | ﹤0.01% | 712 |
|
2024
Q3 | $9.08K | Buy |
216
+9
| +4% | +$378 | ﹤0.01% | 638 |
|
2024
Q2 | $8.46K | Buy |
+207
| New | +$8.46K | ﹤0.01% | 682 |
|
2022
Q4 | – | Sell |
-320
| Closed | -$8K | – | 1157 |
|
2022
Q3 | $8K | Buy |
320
+56
| +21% | +$1.4K | ﹤0.01% | 1396 |
|
2022
Q2 | $7K | Sell |
264
-182
| -41% | -$4.83K | ﹤0.01% | 1499 |
|
2022
Q1 | $14K | Sell |
446
-41
| -8% | -$1.29K | ﹤0.01% | 1418 |
|
2021
Q4 | $16K | Buy |
487
+47
| +11% | +$1.54K | ﹤0.01% | 681 |
|
2021
Q3 | $13K | Hold |
440
| – | – | ﹤0.01% | 1577 |
|
2021
Q2 | $13K | Buy |
440
+45
| +11% | +$1.33K | ﹤0.01% | 1607 |
|
2021
Q1 | $13K | Hold |
395
| – | – | ﹤0.01% | 1530 |
|
2020
Q4 | $10K | Hold |
395
| – | – | ﹤0.01% | 987 |
|
2020
Q3 | $7K | Sell |
395
-22,066
| -98% | -$391K | ﹤0.01% | 1469 |
|
2020
Q2 | $435K | Buy |
22,461
+22,233
| +9,751% | +$431K | 0.03% | 406 |
|
2020
Q1 | $3K | Buy |
228
+193
| +551% | +$2.54K | ﹤0.01% | 1944 |
|
2019
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 2131 |
|
2019
Q3 | $1K | Sell |
35
-8,955
| -100% | -$256K | ﹤0.01% | 2054 |
|
2019
Q2 | $188K | Buy |
8,990
+8,526
| +1,838% | +$178K | 0.01% | 596 |
|
2019
Q1 | $9K | Buy |
+464
| New | +$9K | ﹤0.01% | 1265 |
|