Raymond James & Associates’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $15.1M | Buy |
359,998
+113,783
| +46% | +$4.67M | 0.01% | 979 |
|
|
2024
Q2 | $10.1M | Buy |
246,215
+132,922
| +117% | +$5.21M | 0.01% | 1159 |
|
|
2024
Q1 | $4.31M | Sell |
113,293
-18,221
| -14% | -$620K | ﹤0.01% | 1694 |
|
|
2023
Q4 | $4.38M | Sell |
131,514
-14,994
| -10% | -$439K | ﹤0.01% | 1622 |
|
|
2023
Q3 | $4.16M | Sell |
146,508
-10,334
| -7% | -$292K | ﹤0.01% | 1580 |
|
|
2023
Q2 | $4.26M | Sell |
156,842
-116,528
| -43% | -$2.95M | ﹤0.01% | 1596 |
|
|
2023
Q1 | $6.94M | Sell |
273,370
-14,946
| -5% | -$441K | 0.01% | 1248 |
|
|
2022
Q4 | $8.27M | Buy |
288,316
+21,565
| +8% | +$638K | 0.01% | 1102 |
|
|
2022
Q3 | $7.03M | Buy |
266,751
+5,774
| +2% | +$164K | 0.01% | 1153 |
|
|
2022
Q2 | $6.8M | Sell |
260,977
-38,401
| -13% | -$1.11M | 0.01% | 1195 |
|
|
2022
Q1 | $9.25M | Buy |
299,378
+11,511
| +4% | +$379K | 0.01% | 1110 |
|
|
2021
Q4 | $9.44M | Buy |
287,867
+1,965
| +0.7% | +$64.5K | 0.01% | 1138 |
|
|
2021
Q3 | $8.47M | Sell |
285,902
-59,560
| -17% | -$1.8M | 0.01% | 1152 |
|
|
2021
Q2 | $10.5M | Buy |
345,462
+11,216
| +3% | +$366K | 0.01% | 1041 |
|
|
2021
Q1 | $10.9M | Buy |
334,246
+113,558
| +51% | +$3.27M | 0.01% | 984 |
|
|
2020
Q4 | $5.65M | Buy |
220,688
+18,271
| +9% | +$427K | 0.01% | 1275 |
|
|
2020
Q3 | $3.69M | Sell |
202,417
-7,528
| -4% | -$151K | ﹤0.01% | 1386 |
|
|
2020
Q2 | $4.05M | Buy |
209,945
+46,669
| +29% | +$834K | 0.01% | 1320 |
|
|
2020
Q1 | $2.36M | Sell |
163,276
-4,791
| -3% | -$105K | ﹤0.01% | 1475 |
|
|
2019
Q4 | $4.17M | Buy |
168,067
+35,812
| +27% | +$830K | 0.01% | 1369 |
|
|
2019
Q3 | $2.93M | Buy |
132,255
+121,966
| +1,185% | +$2.62M | ﹤0.01% | 1569 |
|
|
2019
Q2 | $215K | Buy |
+10,289
| New | +$221K | ﹤0.01% | 3206 |
|
Other funds holding EQH
CM