NewEdge Wealth’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	–	Sell	-3,914	Closed	-$204K	–	982
2025 Q1	$204K	Sell	3,914 -1,289	-25%	-$67.1K	﹤0.01%	888
2024 Q4	$245K	Buy	+5,203	New	+$245K	﹤0.01%	821