Rothschild Investment LLC’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 | $489K | Sell |
8,725
-2,700
| -24% | -$151K | 0.03% | 346 |
|
|
2025
Q1 | $595K | Hold |
11,425
| – | – | 0.04% | 301 |
|
|
2024
Q4 | $539K | Hold |
11,425
| – | – | 0.04% | 326 |
|
|
2024
Q3 | $480K | Hold |
11,425
| – | – | 0.03% | 353 |
|
|
2024
Q2 | $467K | Hold |
11,425
| – | – | 0.03% | 341 |
|
|
2024
Q1 | $434K | Hold |
11,425
| – | – | 0.03% | 348 |
|
|
2023
Q4 | $380K | Hold |
11,425
| – | – | 0.03% | 318 |
|
|
2023
Q3 | $324K | Hold |
11,425
| – | – | 0.03% | 371 |
|
|
2023
Q2 | $310K | Hold |
11,425
| – | – | 0.03% | 378 |
|
|
2023
Q1 | $290K | Hold |
11,425
| – | – | 0.03% | 382 |
|
|
2022
Q4 | $328K | Hold |
11,425
| – | – | 0.03% | 354 |
|
|
2022
Q3 | $301K | Hold |
11,425
| – | – | 0.03% | 359 |
|
|
2022
Q2 | $298K | Hold |
11,425
| – | – | 0.03% | 369 |
|
|
2022
Q1 | $353K | Hold |
11,425
| – | – | 0.03% | 367 |
|
|
2021
Q4 | $375K | Hold |
11,425
| – | – | 0.03% | 370 |
|
|
2021
Q3 | $339K | Hold |
11,425
| – | – | 0.03% | 368 |
|
|
2021
Q2 | $348K | Hold |
11,425
| – | – | 0.03% | 376 |
|
|
2021
Q1 | $373K | Hold |
11,425
| – | – | 0.03% | 356 |
|
|
2020
Q4 | $292K | Hold |
11,425
| – | – | 0.03% | 359 |
|
|
2020
Q3 | $208K | Hold |
11,425
| – | – | 0.02% | 384 |
|
|
2020
Q2 | $220K | Buy |
+11,425
| New | +$220K | 0.03% | 367 |
|