Ritholtz Wealth Management’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 | $1.73M | Buy |
30,807
+16
| +0.1% | +$898 | 0.04% | 330 |
|
|
2025
Q1 | $1.6M | Buy |
30,791
+1,938
| +7% | +$101K | 0.05% | 295 |
|
|
2024
Q4 | $1.36M | Buy |
28,853
+3,843
| +15% | +$181K | 0.04% | 298 |
|
|
2024
Q3 | $1.05M | Sell |
25,010
-221
| -0.9% | -$9.29K | 0.03% | 362 |
|
|
2024
Q2 | $1.03M | Sell |
25,231
-522
| -2% | -$21.3K | 0.03% | 345 |
|
|
2024
Q1 | $979K | Sell |
25,753
-5,267
| -17% | -$200K | 0.03% | 365 |
|
|
2023
Q4 | $1.03M | Sell |
31,020
-2,082
| -6% | -$69.3K | 0.04% | 306 |
|
|
2023
Q3 | $940K | Buy |
33,102
+461
| +1% | +$13.1K | 0.04% | 296 |
|
|
2023
Q2 | $887K | Buy |
32,641
+9,452
| +41% | +$257K | 0.04% | 301 |
|
|
2023
Q1 | $589K | Sell |
23,189
-7,069
| -23% | -$179K | 0.03% | 369 |
|
|
2022
Q4 | $868K | Buy |
30,258
+13,241
| +78% | +$380K | 0.05% | 259 |
|
|
2022
Q3 | $448K | Buy |
17,017
+8,087
| +91% | +$213K | 0.02% | 424 |
|
|
2022
Q2 | $233K | Buy |
+8,930
| New | +$233K | 0.01% | 467 |
|