Rothschild Investment LLC’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
Q2 | $489K | Sell |
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|
2025
Q1 | $595K | Hold |
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|
2024
Q4 | $539K | Hold |
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|
2024
Q3 | $480K | Hold |
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|
2024
Q2 | $467K | Hold |
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|
2024
Q1 | $434K | Hold |
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|
2023
Q4 | $380K | Hold |
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|
2023
Q3 | $324K | Hold |
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|
2023
Q2 | $310K | Hold |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $328K | Hold |
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|
2022
Q3 | $301K | Hold |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $353K | Hold |
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|
2021
Q4 | $375K | Hold |
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|
2021
Q3 | $339K | Hold |
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|
2021
Q2 | $348K | Hold |
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|
2021
Q1 | $373K | Hold |
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|
2020
Q4 | $292K | Hold |
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|
2020
Q3 | $208K | Hold |
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|
2020
Q2 | $220K | Buy |
|