Oppenheimer & Co’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 |
-4,831
| Closed | -$252K | – | 1634 |
|
|
2025
Q1 | $252K | Buy |
+4,831
| New | +$252K | ﹤0.01% | 1352 |
|
|
2021
Q3 | – | Sell |
-8,434
| Closed | -$257K | – | 1512 |
|
|
2021
Q2 | $257K | Sell |
8,434
-4,000
| -32% | -$122K | ﹤0.01% | 1317 |
|
|
2021
Q1 | $405K | Buy |
+12,434
| New | +$405K | 0.01% | 1047 |
|
|
2020
Q1 | – | Sell |
-14,385
| Closed | -$356K | – | 1229 |
|
|
2019
Q4 | $356K | Buy |
+14,385
| New | +$356K | 0.01% | 965 |
|