Northwestern Mutual Wealth Management’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 | $204K | Buy |
3,639
+654
| +22% | +$36.7K | ﹤0.01% | 1733 |
|
|
2025
Q1 | $155K | Buy |
2,985
+1,922
| +181% | +$100K | ﹤0.01% | 1770 |
|
|
2024
Q4 | $50.1K | Buy |
1,063
+101
| +10% | +$4.76K | ﹤0.01% | 2185 |
|
|
2024
Q3 | $40.4K | Buy |
962
+86
| +10% | +$3.62K | ﹤0.01% | 2235 |
|
|
2024
Q2 | $35.8K | Sell |
876
-55
| -6% | -$2.25K | ﹤0.01% | 2209 |
|
|
2024
Q1 | $35.4K | Buy |
931
+20
| +2% | +$760 | ﹤0.01% | 2212 |
|
|
2023
Q4 | $30.3K | Buy |
911
+164
| +22% | +$5.46K | ﹤0.01% | 2253 |
|
|
2023
Q3 | $21.2K | Buy |
747
+27
| +4% | +$766 | ﹤0.01% | 2296 |
|
|
2023
Q2 | $19.5K | Sell |
720
-14
| -2% | -$380 | ﹤0.01% | 2326 |
|
|
2023
Q1 | $18.6K | Buy |
734
+260
| +55% | +$6.6K | ﹤0.01% | 2276 |
|
|
2022
Q4 | $13.6K | Sell |
474
-306
| -39% | -$8.79K | ﹤0.01% | 2385 |
|
|
2022
Q3 | $21K | Buy |
780
+149
| +24% | +$4.01K | ﹤0.01% | 2198 |
|
|
2022
Q2 | $16K | Buy |
631
+208
| +49% | +$5.27K | ﹤0.01% | 2344 |
|
|
2022
Q1 | $13K | Sell |
423
-18
| -4% | -$553 | ﹤0.01% | 2441 |
|
|
2021
Q4 | $15K | Buy |
441
+341
| +341% | +$11.6K | ﹤0.01% | 2435 |
|
|
2021
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2775 |
|
|
2021
Q2 | – | Sell |
-13
| Closed | – | – | 3053 |
|
|
2021
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 2825 |
|
|
2020
Q1 | – | Sell |
-19
| Closed | – | – | 2607 |
|
|
2019
Q4 | $0 | Buy |
+19
| New | – | ﹤0.01% | 2447 |
|