MV Capital 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 | $27.8K | Hold |
496
| – | – | ﹤0.01% | 388 |
|
|
2025
Q1 | $25.8K | Buy |
+496
| New | +$25.8K | ﹤0.01% | 395 |
|
|
2024
Q1 | – | Sell |
-3,660
| Closed | -$122K | – | 862 |
|
|
2023
Q4 | $122K | Sell |
3,660
-374
| -9% | -$12.5K | 0.02% | 197 |
|
|
2023
Q3 | $115K | Hold |
4,034
| – | – | 0.02% | 189 |
|
|
2023
Q2 | $110K | Hold |
4,034
| – | – | 0.01% | 202 |
|
|
2023
Q1 | $102K | Buy |
+4,034
| New | +$102K | 0.01% | 205 |
|
|
2020
Q2 | – | Sell |
-85
| Closed | -$1K | – | 302 |
|
|
2020
Q1 | $1K | Buy |
+85
| New | +$1K | ﹤0.01% | 325 |
|