Savant Capital’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 | $1.18M | Buy |
21,112
+7,060
| +50% | +$396K | 0.01% | 749 |
|
|
2025
Q1 | $732K | Buy |
14,052
+7,515
| +115% | +$391K | 0.01% | 859 |
|
|
2024
Q4 | $308K | Buy |
6,537
+89
| +1% | +$4.2K | ﹤0.01% | 1094 |
|
|
2024
Q3 | $271K | Buy |
+6,448
| New | +$271K | ﹤0.01% | 1137 |
|
|
2024
Q2 | – | Sell |
-6,269
| Closed | -$238K | – | 1281 |
|
|
2024
Q1 | $238K | Buy |
+6,269
| New | +$238K | ﹤0.01% | 974 |
|