Raymond James & Associates’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $15.1M | Buy |
359,998
+113,783
| +46% | +$4.78M | 0.01% | 978 |
|
2024
Q2 | $10.1M | Buy |
246,215
+132,922
| +117% | +$5.43M | 0.01% | 1159 |
|
2024
Q1 | $4.31M | Sell |
113,293
-18,221
| -14% | -$693K | ﹤0.01% | 1690 |
|
2023
Q4 | $4.38M | Sell |
131,514
-14,994
| -10% | -$499K | ﹤0.01% | 1617 |
|
2023
Q3 | $4.16M | Sell |
146,508
-10,334
| -7% | -$293K | ﹤0.01% | 1575 |
|
2023
Q2 | $4.26M | Sell |
156,842
-116,528
| -43% | -$3.16M | ﹤0.01% | 1592 |
|
2023
Q1 | $6.94M | Sell |
273,370
-14,946
| -5% | -$379K | 0.01% | 1245 |
|
2022
Q4 | $8.27M | Buy |
288,316
+21,565
| +8% | +$619K | 0.01% | 1102 |
|
2022
Q3 | $7.03M | Buy |
266,751
+5,774
| +2% | +$152K | 0.01% | 1153 |
|
2022
Q2 | $6.8M | Sell |
260,977
-38,401
| -13% | -$1M | 0.01% | 1195 |
|
2022
Q1 | $9.25M | Buy |
299,378
+11,511
| +4% | +$356K | 0.01% | 1110 |
|
2021
Q4 | $9.44M | Buy |
287,867
+1,965
| +0.7% | +$64.4K | 0.01% | 1138 |
|
2021
Q3 | $8.47M | Sell |
285,902
-59,560
| -17% | -$1.77M | 0.01% | 1152 |
|
2021
Q2 | $10.5M | Buy |
345,462
+11,216
| +3% | +$342K | 0.01% | 1041 |
|
2021
Q1 | $10.9M | Buy |
334,246
+113,558
| +51% | +$3.7M | 0.01% | 984 |
|
2020
Q4 | $5.65M | Buy |
220,688
+18,271
| +9% | +$468K | 0.01% | 1274 |
|
2020
Q3 | $3.69M | Sell |
202,417
-7,528
| -4% | -$137K | ﹤0.01% | 1385 |
|
2020
Q2 | $4.05M | Buy |
209,945
+46,669
| +29% | +$900K | 0.01% | 1319 |
|
2020
Q1 | $2.36M | Sell |
163,276
-4,791
| -3% | -$69.2K | ﹤0.01% | 1475 |
|
2019
Q4 | $4.17M | Buy |
168,067
+35,812
| +27% | +$887K | 0.01% | 1368 |
|
2019
Q3 | $2.93M | Buy |
132,255
+121,966
| +1,185% | +$2.7M | ﹤0.01% | 1569 |
|
2019
Q2 | $215K | Buy |
+10,289
| New | +$215K | ﹤0.01% | 3185 |
|