Principal Securities’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 | $168K | Buy |
2,992
+1,187
| +66% | +$66.6K | ﹤0.01% | 1309 |
|
|
2025
Q1 | $85.1K | Hold |
1,805
| – | – | ﹤0.01% | 1506 |
|
|
2024
Q4 | $85.1K | Buy |
1,805
+817
| +83% | +$38.5K | ﹤0.01% | 1504 |
|
|
2024
Q3 | $41.5K | Buy |
988
+446
| +82% | +$18.7K | ﹤0.01% | 1774 |
|
|
2024
Q2 | $22.1K | Buy |
542
+125
| +30% | +$5.11K | ﹤0.01% | 2020 |
|
|
2024
Q1 | $15.9K | Sell |
417
-156
| -27% | -$5.93K | ﹤0.01% | 2124 |
|
|
2023
Q4 | $19.1K | Buy |
+573
| New | +$19.1K | ﹤0.01% | 1942 |
|