O'Shaughnessy Asset Management’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
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|
2025
Q1 | $14.6M | Buy |
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|
2024
Q4 | $8.52M | Sell |
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|
2024
Q3 | $8.17M | Sell |
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|
2024
Q2 | $8.27M | Sell |
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|
2024
Q1 | $7.77M | Sell |
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|
2023
Q4 | $32.9M | Sell |
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|
2023
Q3 | $42.5M | Sell |
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|
2023
Q2 | $51M | Buy |
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|
2023
Q1 | $46.8M | Buy |
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|
2022
Q4 | $38.6M | Buy |
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|
2022
Q3 | $15.5M | Sell |
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|
2022
Q2 | $19.9M | Sell |
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|
2022
Q1 | $28.6M | Sell |
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|
2021
Q4 | $33M | Buy |
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|
2021
Q3 | $27.8M | Buy |
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|
2021
Q2 | $21.4M | Buy |
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|
2021
Q1 | $17.8M | Sell |
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|
2020
Q4 | $23.9M | Sell |
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|
2020
Q3 | $26.3M | Buy |
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|
2020
Q2 | $27.1M | Buy |
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|
2020
Q1 | $11.3M | Buy |
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|
2019
Q4 | $4.62M | Buy |
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|
2019
Q3 | $1K | Buy |
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