NBC Securities’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
$700K Buy
12,485
+17
+0.1% +$953 0.06% 373
2025
Q1
$649K Buy
12,468
+12,457
+113,245% +$648K 0.06% 358
2024
Q4
$556 Sell
11
-11,779
-100% -$595K 0.05% 410
2024
Q3
$495K Sell
11,790
-72
-0.6% -$3.02K 0.04% 463
2024
Q2
$484K Buy
11,862
+1,742
+17% +$71.1K 0.04% 449
2024
Q1
$384K Sell
10,120
-6
-0.1% -$228 0.04% 520
2023
Q4
$337K Sell
10,126
-96
-0.9% -$3.2K 0.03% 533
2023
Q3
$290K Buy
+10,222
New +$290K 0.03% 564