Richard Bernstein Advisors’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 | $4.9M | Sell |
87,335
-8,559
| -9% | -$480K | 0.12% | 70 |
|
|
2025
Q1 | $5M | Sell |
95,894
-3,965
| -4% | -$207K | 0.12% | 61 |
|
|
2024
Q4 | $4.71M | Hold |
99,859
| – | – | 0.11% | 79 |
|
|
2024
Q3 | $4.2M | Hold |
99,859
| – | – | 0.09% | 101 |
|
|
2024
Q2 | $4.08M | Hold |
99,859
| – | – | 0.09% | 91 |
|
|
2024
Q1 | $3.8M | Hold |
99,859
| – | – | 0.08% | 101 |
|
|
2023
Q4 | $3.33M | Buy |
99,859
+59
| +0.1% | +$1.97K | 0.07% | 110 |
|
|
2023
Q3 | $2.83M | Buy |
+99,800
| New | +$2.83M | 0.06% | 117 |
|