Mutual Advisors’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 | $275K | Sell |
5,233
-1,134
| -18% | -$59.7K | 0.01% | 1000 |
|
|
2025
Q1 | $316K | Buy |
6,367
+319
| +5% | +$15.8K | 0.01% | 888 |
|
|
2024
Q4 | $312K | Sell |
6,048
-18
| -0.3% | -$928 | 0.01% | 875 |
|
|
2024
Q3 | $277K | Sell |
6,066
-20
| -0.3% | -$915 | 0.01% | 930 |
|
|
2024
Q2 | $261K | Buy |
6,086
+511
| +9% | +$21.9K | 0.01% | 945 |
|
|
2024
Q1 | $212K | Buy |
+5,575
| New | +$212K | 0.01% | 1022 |
|
|
2023
Q3 | – | Sell |
-20,238
| Closed | -$550K | – | 995 |
|
|
2023
Q2 | $550K | Buy |
+20,238
| New | +$550K | 0.02% | 609 |
|