Pinnacle Associates’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 | $971K | Buy |
17,315
+6,065
| +54% | +$340K | 0.01% | 514 |
|
|
2025
Q1 | $586K | Sell |
11,250
-410
| -4% | -$21.4K | 0.01% | 581 |
|
|
2024
Q4 | $550K | Sell |
11,660
-750
| -6% | -$35.4K | 0.01% | 581 |
|
|
2024
Q3 | $413K | Buy |
12,410
+163
| +1% | +$5.43K | 0.01% | 608 |
|
|
2024
Q2 | $500K | Buy |
12,247
+27
| +0.2% | +$1.1K | 0.01% | 583 |
|
|
2024
Q1 | $464K | Sell |
12,220
-190
| -2% | -$7.22K | 0.01% | 600 |
|
|
2023
Q4 | $413K | Buy |
+12,410
| New | +$413K | 0.01% | 616 |
|