&Partners’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 | $2.76M | Buy |
49,165
+2,022
| +4% | +$113K | 0.02% | 541 |
|
|
2025
Q1 | $2.44M | Sell |
47,143
-2,324
| -5% | -$120K | 0.03% | 473 |
|
|
2024
Q4 | $2.36M | Buy |
49,467
+9,355
| +23% | +$445K | 0.03% | 443 |
|
|
2024
Q3 | $1.69M | Buy |
40,112
+5,784
| +17% | +$243K | 0.03% | 399 |
|
|
2024
Q2 | $1.4M | Buy |
34,328
+254
| +0.7% | +$10.4K | 0.06% | 269 |
|
|
2024
Q1 | $1.3M | Buy |
34,074
+13
| +0% | +$494 | 0.18% | 112 |
|
|
2023
Q4 | $1.13M | Buy |
34,061
+15
| +0% | +$499 | 0.28% | 86 |
|
|
2023
Q3 | $967K | Sell |
34,046
-2,099
| -6% | -$59.6K | 0.45% | 44 |
|
|
2023
Q2 | $982K | Buy |
36,145
+7,077
| +24% | +$192K | 0.44% | 45 |
|
|
2023
Q1 | $738K | Buy |
29,068
+12
| +0% | +$305 | 0.35% | 57 |
|
|
2022
Q4 | $834K | Sell |
29,056
-3,137
| -10% | -$90K | 0.41% | 53 |
|
|
2022
Q3 | $848K | Buy |
32,193
+13
| +0% | +$342 | 0.49% | 48 |
|
|
2022
Q2 | $839K | Buy |
32,180
+13
| +0% | +$339 | 0.48% | 45 |
|
|
2022
Q1 | $994K | Buy |
32,167
+11
| +0% | +$340 | 0.56% | 38 |
|
|
2021
Q4 | $1.05M | Sell |
32,156
-304
| -0.9% | -$9.96K | 0.64% | 37 |
|
|
2021
Q3 | $962K | Buy |
32,460
+4,096
| +14% | +$121K | 0.61% | 41 |
|
|
2021
Q2 | $864K | Buy |
28,364
+4,061
| +17% | +$124K | 0.56% | 41 |
|
|
2021
Q1 | $803K | Buy |
24,303
+1,836
| +8% | +$60.7K | 0.58% | 42 |
|
|
2020
Q4 | $575K | Buy |
+22,467
| New | +$575K | 0.48% | 54 |
|