Principal Financial Group’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 | $130M | Sell |
2,311,252
-178,969
| -7% | -$10M | 0.07% | 238 |
|
|
2025
Q1 | $130M | Sell |
2,490,221
-64,669
| -3% | -$3.37M | 0.07% | 223 |
|
|
2024
Q4 | $121M | Buy |
2,554,890
+159,320
| +7% | +$7.52M | 0.07% | 244 |
|
|
2024
Q3 | $101M | Buy |
2,395,570
+426,182
| +22% | +$17.9M | 0.06% | 285 |
|
|
2024
Q2 | $80.5M | Buy |
1,969,388
+721,028
| +58% | +$29.5M | 0.05% | 316 |
|
|
2024
Q1 | $47.5M | Buy |
1,248,360
+5,419
| +0.4% | +$206K | 0.03% | 502 |
|
|
2023
Q4 | $41.4M | Buy |
1,242,941
+1,139,814
| +1,105% | +$38M | 0.03% | 512 |
|
|
2023
Q3 | $2.93M | Buy |
103,127
+7,518
| +8% | +$213K | ﹤0.01% | 1689 |
|
|
2023
Q2 | $2.6M | Sell |
95,609
-21,359
| -18% | -$580K | ﹤0.01% | 1713 |
|
|
2023
Q1 | $2.97M | Buy |
116,968
+1,505
| +1% | +$38.2K | ﹤0.01% | 1691 |
|
|
2022
Q4 | $3.31M | Buy |
115,463
+56,420
| +96% | +$1.62M | ﹤0.01% | 1661 |
|
|
2022
Q3 | $1.56M | Sell |
59,043
-8,779
| -13% | -$231K | ﹤0.01% | 1763 |
|
|
2022
Q2 | $1.77M | Buy |
67,822
+7,137
| +12% | +$186K | ﹤0.01% | 1830 |
|
|
2022
Q1 | $1.88M | Buy |
60,685
+9,713
| +19% | +$300K | ﹤0.01% | 1870 |
|
|
2021
Q4 | $1.67M | Sell |
50,972
-4,584
| -8% | -$150K | ﹤0.01% | 1887 |
|
|
2021
Q3 | $1.65M | Sell |
55,556
-2,889
| -5% | -$85.6K | ﹤0.01% | 1907 |
|
|
2021
Q2 | $1.78M | Buy |
58,445
+11,003
| +23% | +$335K | ﹤0.01% | 1938 |
|
|
2021
Q1 | $1.55M | Buy |
47,442
+4,652
| +11% | +$152K | ﹤0.01% | 1906 |
|
|
2020
Q4 | $1.1M | Sell |
42,790
-8,219
| -16% | -$210K | ﹤0.01% | 1927 |
|
|
2020
Q3 | $930K | Sell |
51,009
-8,955
| -15% | -$163K | ﹤0.01% | 1886 |
|
|
2020
Q2 | $1.16M | Buy |
+59,964
| New | +$1.16M | ﹤0.01% | 1806 |
|
|
2020
Q1 | – | Sell |
-114,282
| Closed | -$2.83M | – | 2212 |
|
|
2019
Q4 | $2.83M | Buy |
114,282
+23,323
| +26% | +$578K | ﹤0.01% | 1663 |
|
|
2019
Q3 | $2.02M | Sell |
90,959
-303
| -0.3% | -$6.71K | ﹤0.01% | 1719 |
|
|
2019
Q2 | $1.91M | Sell |
91,262
-575,532
| -86% | -$12M | ﹤0.01% | 1729 |
|
|
2019
Q1 | $13.4M | Buy |
666,794
+11,287
| +2% | +$227K | 0.01% | 1042 |
|
|
2018
Q4 | $10.9M | Buy |
655,507
+6,347
| +1% | +$106K | 0.01% | 1120 |
|
|
2018
Q3 | $13.9M | Buy |
649,160
+170,660
| +36% | +$3.66M | 0.01% | 1104 |
|
|
2018
Q2 | $9.86M | Buy |
+478,500
| New | +$9.86M | 0.01% | 1316 |
|