NewEdge 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 | $6.56K | Buy |
+117
| New | +$6.56K | ﹤0.01% | 3332 |
|
|
2024
Q2 | – | Sell |
-327
| Closed | -$12.4K | – | 3862 |
|
|
2024
Q1 | $12.4K | Buy |
327
+2
| +0.6% | +$76 | ﹤0.01% | 2797 |
|
|
2023
Q4 | $10.8K | Buy |
325
+13
| +4% | +$433 | ﹤0.01% | 2813 |
|
|
2023
Q3 | $8.85K | Buy |
312
+3
| +1% | +$85 | ﹤0.01% | 2613 |
|
|
2023
Q2 | $8.41K | Sell |
309
-117
| -27% | -$3.18K | ﹤0.01% | 2654 |
|
|
2023
Q1 | $10.8K | Sell |
426
-1,567
| -79% | -$39.8K | ﹤0.01% | 2541 |
|
|
2022
Q4 | $45K | Buy |
+1,993
| New | +$45K | ﹤0.01% | 1764 |
|