Raymond James Financial Services Advisors’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 | $450K | Sell |
10,701
-3,772
| -26% | -$159K | ﹤0.01% | 2695 |
|
|
2024
Q2 | $591K | Buy |
14,473
+3,342
| +30% | +$137K | ﹤0.01% | 2405 |
|
|
2024
Q1 | $423K | Sell |
11,131
-11,023
| -50% | -$419K | ﹤0.01% | 2625 |
|
|
2023
Q4 | $738K | Buy |
22,154
+761
| +4% | +$25.3K | ﹤0.01% | 2159 |
|
|
2023
Q3 | $607K | Sell |
21,393
-3,403
| -14% | -$96.6K | ﹤0.01% | 2203 |
|
|
2023
Q2 | $673K | Buy |
24,796
+7,177
| +41% | +$195K | ﹤0.01% | 2159 |
|
|
2023
Q1 | $447K | Buy |
17,619
+9,619
| +120% | +$244K | ﹤0.01% | 2401 |
|
|
2022
Q4 | $230K | Buy |
+8,000
| New | +$230K | ﹤0.01% | 2771 |
|
|
2020
Q4 | – | Sell |
-16,046
| Closed | -$293K | – | 2968 |
|
|
2020
Q3 | $293K | Buy |
16,046
+499
| +3% | +$9.11K | ﹤0.01% | 2292 |
|
|
2020
Q2 | $300K | Buy |
+15,547
| New | +$300K | ﹤0.01% | 2230 |
|