Nisa Investment 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 | $1.98M | Sell |
35,293
-3,628
| -9% | -$204K | 0.01% | 639 |
|
|
2025
Q1 | $2.03M | Buy |
38,921
+25,101
| +182% | +$1.31M | 0.01% | 640 |
|
|
2024
Q4 | $652K | Buy |
13,820
+65
| +0.5% | +$3.07K | ﹤0.01% | 992 |
|
|
2024
Q3 | $578K | Hold |
13,755
| – | – | ﹤0.01% | 1006 |
|
|
2024
Q2 | $562K | Buy |
13,755
+95
| +0.7% | +$3.88K | ﹤0.01% | 1042 |
|
|
2024
Q1 | $519K | Sell |
13,660
-46,915
| -77% | -$1.78M | ﹤0.01% | 1072 |
|
|
2023
Q4 | $2.02M | Sell |
60,575
-18,885
| -24% | -$629K | 0.01% | 656 |
|
|
2023
Q3 | $2.26M | Sell |
79,460
-20,246
| -20% | -$575K | 0.02% | 628 |
|
|
2023
Q2 | $2.71M | Buy |
99,706
+76,556
| +331% | +$2.08M | 0.02% | 585 |
|
|
2023
Q1 | $588K | Buy |
23,150
+250
| +1% | +$6.35K | ﹤0.01% | 1011 |
|
|
2022
Q4 | $657K | Sell |
22,900
-26,697
| -54% | -$766K | 0.01% | 1040 |
|
|
2022
Q3 | $1.31M | Buy |
49,597
+26,697
| +117% | +$704K | 0.01% | 747 |
|
|
2022
Q2 | $597K | Hold |
22,900
| – | – | 0.01% | 992 |
|
|
2022
Q1 | $708K | Hold |
22,900
| – | – | 0.01% | 977 |
|
|
2021
Q4 | $770K | Sell |
22,900
-300
| -1% | -$10.1K | 0.01% | 903 |
|
|
2021
Q3 | $688 | Sell |
23,200
-200
| -0.9% | -$6 | ﹤0.01% | 1028 |
|
|
2021
Q2 | $713 | Sell |
23,400
-2,700
| -10% | -$82 | ﹤0.01% | 1044 |
|
|
2021
Q1 | $851 | Hold |
26,100
| – | – | 0.01% | 1023 |
|
|
2020
Q4 | $668K | Sell |
26,100
-1,520
| -6% | -$38.9K | ﹤0.01% | 1074 |
|
|
2020
Q3 | $504K | Sell |
27,620
-32,655
| -54% | -$596K | ﹤0.01% | 1047 |
|
|
2020
Q2 | $1.16M | Buy |
60,275
+34,175
| +131% | +$659K | 0.01% | 743 |
|
|
2020
Q1 | $377K | Buy |
+26,100
| New | +$377K | ﹤0.01% | 1016 |
|
|
2019
Q3 | – | Sell |
-67,392
| Closed | -$1.41M | – | 2021 |
|
|
2019
Q2 | $1.41M | Buy |
67,392
+58,664
| +672% | +$1.23M | 0.01% | 735 |
|
|
2019
Q1 | $176K | Buy |
+8,728
| New | +$176K | ﹤0.01% | 1341 |
|