Orion Portfolio Solutions’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $838K | Sell |
16,092
-287
| -2% | -$15K | 0.01% | 1177 |
|
|
2024
Q4 | $773K | Sell |
16,379
-103
| -0.6% | -$4.86K | 0.01% | 1179 |
|
|
2024
Q3 | $693K | Buy |
16,482
+9,464
| +135% | +$398K | 0.01% | 1207 |
|
|
2024
Q2 | $287K | Buy |
+7,018
| New | +$287K | ﹤0.01% | 1477 |
|
|
2020
Q3 | – | Sell |
-141
| Closed | -$3K | – | 901 |
|
|
2020
Q2 | $3K | Sell |
141
-79
| -36% | -$1.68K | ﹤0.01% | 1636 |
|
|
2020
Q1 | $3K | Buy |
+220
| New | +$3K | ﹤0.01% | 1442 |
|