Patriot Financial Group Insurance Agency’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-53
| Closed | -$1K | – | 861 |
|
|
2022
Q2 | $1K | Sell |
53
-142
| -73% | -$2.68K | ﹤0.01% | 1885 |
|
|
2022
Q1 | $6K | Sell |
195
-4
| -2% | -$123 | ﹤0.01% | 1542 |
|
|
2021
Q4 | $7K | Sell |
199
-56
| -22% | -$1.97K | ﹤0.01% | 1602 |
|
|
2021
Q3 | $8K | Buy |
255
+14
| +6% | +$439 | ﹤0.01% | 1549 |
|
|
2021
Q2 | $7K | Sell |
241
-1
| -0.4% | -$29 | ﹤0.01% | 1551 |
|
|
2021
Q1 | $8K | Hold |
242
| – | – | ﹤0.01% | 1421 |
|
|
2020
Q4 | $6K | Sell |
242
-125
| -34% | -$3.1K | ﹤0.01% | 1370 |
|
|
2020
Q3 | $7K | Hold |
367
| – | – | ﹤0.01% | 1130 |
|
|
2020
Q2 | $7K | Buy |
367
+173
| +89% | +$3.3K | ﹤0.01% | 1075 |
|
|
2020
Q1 | $3K | Sell |
194
-1
| -0.5% | -$15 | ﹤0.01% | 1199 |
|
|
2019
Q4 | $5K | Sell |
195
-15
| -7% | -$385 | ﹤0.01% | 971 |
|
|
2019
Q3 | $5K | Buy |
210
+72
| +52% | +$1.71K | ﹤0.01% | 935 |
|
|
2019
Q2 | $3K | Sell |
138
-14
| -9% | -$304 | ﹤0.01% | 1036 |
|
|
2019
Q1 | $3K | Buy |
+152
| New | +$3K | ﹤0.01% | 938 |
|