PDS Planning’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
$271K Buy
4,829
+411
+9% +$23.1K 0.02% 383
2025
Q1
$230K Buy
+4,418
New +$230K 0.02% 394