Pathstone Holdings’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 | $891K | Buy |
15,877
+1,844
| +13% | +$103K | ﹤0.01% | 1450 |
|
|
2025
Q1 | $731K | Buy |
14,033
+4,285
| +44% | +$223K | ﹤0.01% | 1523 |
|
|
2024
Q4 | $460K | Sell |
9,748
-3,078
| -24% | -$145K | ﹤0.01% | 1761 |
|
|
2024
Q3 | $539K | Buy |
12,826
+317
| +3% | +$13.3K | ﹤0.01% | 1680 |
|
|
2024
Q2 | $511K | Buy |
12,509
+2,963
| +31% | +$121K | ﹤0.01% | 1673 |
|
|
2024
Q1 | $363K | Buy |
9,546
+920
| +11% | +$35K | ﹤0.01% | 1822 |
|
|
2023
Q4 | $289K | Buy |
+8,626
| New | +$289K | ﹤0.01% | 1849 |
|