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 |
|