Rise Advisors’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $65.4K | Buy |
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|
2025
Q2 | $72.1K | Sell |
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|
2025
Q1 | $67.7K | Sell |
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|
2024
Q4 | $73.6K | Sell |
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|
2024
Q3 | $72.5K | Buy |
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|
2024
Q2 | $70K | Buy |
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|
2024
Q1 | $64.8K | Buy |
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|
2023
Q4 | $3.73K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $4.45K | Hold |
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|
2023
Q1 | $4.16K | Hold |
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|
2022
Q4 | $4.71K | Buy |
|