Principia Wealth Advisory’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
$1.35K Buy
24
+16
+200% +$897 ﹤0.01% 482
2025
Q1
$397 Buy
8
+2
+33% +$99 ﹤0.01% 631
2024
Q4
$283 Buy
+6
New +$283 ﹤0.01% 678