Rise 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 | $72.1K | Sell |
1,286
-14
| -1% | -$785 | 0.03% | 194 |
|
|
2025
Q1 | $67.7K | Sell |
1,300
-260
| -17% | -$13.5K | 0.03% | 193 |
|
|
2024
Q4 | $73.6K | Sell |
1,560
-165
| -10% | -$7.78K | 0.04% | 172 |
|
|
2024
Q3 | $72.5K | Buy |
1,725
+11
| +0.6% | +$462 | 0.03% | 177 |
|
|
2024
Q2 | $70K | Buy |
1,714
+10
| +0.6% | +$409 | 0.04% | 184 |
|
|
2024
Q1 | $64.8K | Buy |
1,704
+1,592
| +1,421% | +$60.5K | 0.03% | 190 |
|
|
2023
Q4 | $3.73K | Buy |
+112
| New | +$3.73K | ﹤0.01% | 408 |
|
|
2023
Q3 | – | Sell |
-164
| Closed | -$4.45K | – | 680 |
|
|
2023
Q2 | $4.45K | Hold |
164
| – | – | ﹤0.01% | 431 |
|
|
2023
Q1 | $4.16K | Hold |
164
| – | – | ﹤0.01% | 476 |
|
|
2022
Q4 | $4.71K | Buy |
+164
| New | +$4.71K | ﹤0.01% | 451 |
|