Raymond James Trust’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 | $281K | Buy |
+6,677
| New | +$281K | 0.01% | 1073 |
|
|
2023
Q2 | – | Sell |
-11,737
| Closed | -$298K | – | 1186 |
|
|
2023
Q1 | $298K | Sell |
11,737
-1,087
| -8% | -$27.6K | 0.01% | 869 |
|
|
2022
Q4 | $368K | Buy |
12,824
+1,293
| +11% | +$37.1K | 0.01% | 739 |
|
|
2022
Q3 | $304K | Sell |
11,531
-575
| -5% | -$15.2K | 0.01% | 782 |
|
|
2022
Q2 | $316K | Sell |
12,106
-471
| -4% | -$12.3K | 0.01% | 782 |
|
|
2022
Q1 | $388K | Buy |
12,577
+2,567
| +26% | +$79.2K | 0.01% | 746 |
|
|
2021
Q4 | $328K | Buy |
10,010
+1,278
| +15% | +$41.9K | 0.01% | 855 |
|
|
2021
Q3 | $259K | Sell |
8,732
-2,586
| -23% | -$76.7K | 0.01% | 920 |
|
|
2021
Q2 | $345K | Buy |
11,318
+647
| +6% | +$19.7K | 0.01% | 794 |
|
|
2021
Q1 | $349K | Buy |
10,671
+983
| +10% | +$32.1K | 0.01% | 755 |
|
|
2020
Q4 | $248K | Buy |
+9,688
| New | +$248K | 0.01% | 855 |
|