Romano Brothers & Co’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 | $447K | Hold |
7,975
| – | – | 0.06% | 231 |
|
|
2025
Q1 | $415K | Sell |
7,975
-200
| -2% | -$10.4K | 0.05% | 231 |
|
|
2024
Q4 | $386K | Hold |
8,175
| – | – | 0.05% | 234 |
|
|
2024
Q3 | $344K | Hold |
8,175
| – | – | 0.04% | 249 |
|
|
2024
Q2 | $334K | Hold |
8,175
| – | – | 0.05% | 243 |
|
|
2024
Q1 | $311K | Hold |
8,175
| – | – | 0.04% | 253 |
|
|
2023
Q4 | $272K | Sell |
8,175
-175
| -2% | -$5.83K | 0.04% | 263 |
|
|
2023
Q3 | $237K | Sell |
8,350
-200
| -2% | -$5.68K | 0.04% | 274 |
|
|
2023
Q2 | $232K | Buy |
8,550
+650
| +8% | +$17.7K | 0.03% | 282 |
|
|
2023
Q1 | $201K | Buy |
7,900
+5,150
| +187% | +$131K | 0.03% | 293 |
|
|
2022
Q4 | $78.9K | Buy |
+2,750
| New | +$78.9K | 0.01% | 396 |
|