Ray Dalio’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 | $1.89M | Buy |
33,649
+769
| +2% | +$43.1K | 0.01% | 425 |
|
|
2025
Q1 | $1.71M | Buy |
32,880
+7,926
| +32% | +$413K | 0.01% | 469 |
|
|
2024
Q4 | $1.18M | Buy |
24,954
+11,540
| +86% | +$544K | 0.01% | 489 |
|
|
2024
Q3 | $564K | Buy |
+13,414
| New | +$564K | ﹤0.01% | 675 |
|
|
2022
Q3 | – | Sell |
-31,290
| Closed | -$816K | – | 914 |
|
|
2022
Q2 | $816K | Sell |
31,290
-11,411
| -27% | -$298K | ﹤0.01% | 825 |
|
|
2022
Q1 | $1.32M | Sell |
42,701
-28,249
| -40% | -$873K | 0.01% | 762 |
|
|
2021
Q4 | $2.33M | Sell |
70,950
-94,285
| -57% | -$3.09M | 0.01% | 439 |
|
|
2021
Q3 | $4.9M | Buy |
165,235
+32,386
| +24% | +$960K | 0.03% | 293 |
|
|
2021
Q2 | $4.05M | Sell |
132,849
-1,945
| -1% | -$59.2K | 0.03% | 368 |
|
|
2021
Q1 | $4.4M | Buy |
134,794
+64,265
| +91% | +$2.1M | 0.04% | 229 |
|
|
2020
Q4 | $1.81M | Buy |
+70,529
| New | +$1.81M | 0.02% | 320 |
|
|
2020
Q1 | – | Sell |
-101,155
| Closed | -$2.51M | – | 468 |
|
|
2019
Q4 | $2.51M | Buy |
+101,155
| New | +$2.51M | 0.03% | 184 |
|