Rockefeller Capital Management’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 | $4.4M | Buy |
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|
2025
Q2 | $4.84M | Sell |
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|
2025
Q1 | $4.66M | Sell |
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|
2024
Q4 | $4.65M | Sell |
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|
2024
Q3 | $4.39M | Sell |
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|
2024
Q2 | $4.42M | Sell |
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|
2024
Q1 | $4.29M | Buy |
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|
2023
Q4 | $3.39M | Buy |
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|
2023
Q3 | $2.81M | Buy |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $932K | Sell |
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|
2022
Q3 | $856K | Sell |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $667K | Sell |
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|
2021
Q1 | $729K | Buy |
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|
2020
Q4 | $567K | Buy |
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|
2020
Q3 | $383K | Sell |
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|
2020
Q2 | $658K | Buy |
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|
2020
Q1 | $9K | Buy |
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|
2019
Q4 | $6K | Buy |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $4K | Sell |
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|
2019
Q1 | $4K | Buy |
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