Private Trust Company’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 | $24.2K | Sell |
431
-4
| -0.9% | -$224 | ﹤0.01% | 1494 |
|
|
2025
Q1 | $22.7K | Hold |
435
| – | – | ﹤0.01% | 1503 |
|
|
2024
Q4 | $20.5K | Hold |
435
| – | – | ﹤0.01% | 1478 |
|
|
2024
Q3 | $18.3K | Hold |
435
| – | – | ﹤0.01% | 1507 |
|
|
2024
Q2 | $17.8K | Hold |
435
| – | – | ﹤0.01% | 1484 |
|
|
2024
Q1 | $16.5K | Hold |
435
| – | – | ﹤0.01% | 1503 |
|
|
2023
Q4 | $14.5K | Hold |
435
| – | – | ﹤0.01% | 1519 |
|
|
2023
Q3 | $12.4K | Hold |
435
| – | – | ﹤0.01% | 1525 |
|
|
2023
Q2 | $11.8K | Hold |
435
| – | – | ﹤0.01% | 1562 |
|
|
2023
Q1 | $11K | Hold |
435
| – | – | ﹤0.01% | 1543 |
|
|
2022
Q4 | $12K | Sell |
435
-26
| -6% | -$717 | ﹤0.01% | 1482 |
|
|
2022
Q3 | $12K | Buy |
461
+26
| +6% | +$677 | ﹤0.01% | 1376 |
|
|
2022
Q2 | $11K | Buy |
+435
| New | +$11K | ﹤0.01% | 1447 |
|