Morgan Stanley’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 | $236M | Buy |
4,203,651
+505,422
| +14% | +$28.4M | 0.02% | 802 |
|
|
2025
Q1 | $193M | Sell |
3,698,229
-75,000
| -2% | -$3.91M | 0.01% | 866 |
|
|
2024
Q4 | $178M | Sell |
3,773,229
-26,910
| -0.7% | -$1.27M | 0.01% | 894 |
|
|
2024
Q3 | $160M | Buy |
3,800,139
+805,721
| +27% | +$33.9M | 0.01% | 948 |
|
|
2024
Q2 | $122M | Buy |
2,994,418
+35,269
| +1% | +$1.44M | 0.01% | 1058 |
|
|
2024
Q1 | $112M | Sell |
2,959,149
-3,168,341
| -52% | -$120M | 0.01% | 1101 |
|
|
2023
Q4 | $204M | Buy |
6,127,490
+3,256,535
| +113% | +$108M | 0.01% | 1134 |
|
|
2023
Q3 | $81.5M | Sell |
2,870,955
-136,547
| -5% | -$3.88M | 0.01% | 1194 |
|
|
2023
Q2 | $81.7M | Buy |
3,007,502
+100,371
| +3% | +$2.73M | 0.01% | 1208 |
|
|
2023
Q1 | $73.8M | Sell |
2,907,131
-179,578
| -6% | -$4.56M | 0.01% | 1247 |
|
|
2022
Q4 | $88.6M | Sell |
3,086,709
-34,091
| -1% | -$978K | 0.01% | 1102 |
|
|
2022
Q3 | $82.2M | Sell |
3,120,800
-223,428
| -7% | -$5.89M | 0.01% | 1010 |
|
|
2022
Q2 | $87.2M | Buy |
3,344,228
+1,353,080
| +68% | +$35.3M | 0.01% | 1009 |
|
|
2022
Q1 | $61.5M | Buy |
1,991,148
+453,290
| +29% | +$14M | 0.01% | 1154 |
|
|
2021
Q4 | $50.4M | Sell |
1,537,858
-70,961
| -4% | -$2.33M | 0.01% | 1327 |
|
|
2021
Q3 | $47.7M | Sell |
1,608,819
-774,930
| -33% | -$23M | 0.01% | 1325 |
|
|
2021
Q2 | $72.6M | Buy |
2,383,749
+862,470
| +57% | +$26.3M | 0.01% | 1047 |
|
|
2021
Q1 | $49.6M | Buy |
1,521,279
+391,003
| +35% | +$12.8M | 0.01% | 1179 |
|
|
2020
Q4 | $28.9M | Buy |
1,130,276
+637,218
| +129% | +$16.3M | ﹤0.01% | 1496 |
|
|
2020
Q3 | $8.99M | Buy |
493,058
+36,099
| +8% | +$658K | ﹤0.01% | 2121 |
|
|
2020
Q2 | $8.82M | Sell |
456,959
-82,481
| -15% | -$1.59M | ﹤0.01% | 2081 |
|
|
2020
Q1 | $7.8M | Sell |
539,440
-345,255
| -39% | -$4.99M | ﹤0.01% | 2001 |
|
|
2019
Q4 | $21.9M | Buy |
884,695
+221,697
| +33% | +$5.49M | 0.01% | 1570 |
|
|
2019
Q3 | $14.7M | Buy |
662,998
+119,645
| +22% | +$2.65M | ﹤0.01% | 1754 |
|
|
2019
Q2 | $11.4M | Buy |
543,353
+415,982
| +327% | +$8.69M | ﹤0.01% | 2020 |
|
|
2019
Q1 | $2.57M | Buy |
127,371
+92,162
| +262% | +$1.86M | ﹤0.01% | 3371 |
|
|
2018
Q4 | $585K | Sell |
35,209
-322,273
| -90% | -$5.35M | ﹤0.01% | 4689 |
|
|
2018
Q3 | $7.67M | Buy |
357,482
+269,869
| +308% | +$5.79M | ﹤0.01% | 2699 |
|
|
2018
Q2 | $1.81M | Buy |
+87,613
| New | +$1.81M | ﹤0.01% | 4165 |
|