Searle & 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 | $3.22M | Sell |
57,467
-2,000
| -3% | -$112K | 0.91% | 34 |
|
|
2025
Q1 | $3.1M | Hold |
59,467
| – | – | 0.88% | 34 |
|
|
2024
Q4 | $2.81M | Hold |
59,467
| – | – | 0.81% | 35 |
|
|
2024
Q3 | $2.5M | Sell |
59,467
-500
| -0.8% | -$21K | 0.62% | 39 |
|
|
2024
Q2 | $2.45M | Sell |
59,967
-333
| -0.6% | -$13.6K | 0.57% | 42 |
|
|
2024
Q1 | $2.29M | Hold |
60,300
| – | – | 0.58% | 42 |
|
|
2023
Q4 | $2.01M | Hold |
60,300
| – | – | 0.55% | 49 |
|
|
2023
Q3 | $1.71M | Hold |
60,300
| – | – | 0.58% | 46 |
|
|
2023
Q2 | $1.73M | Buy |
60,300
+1,400
| +2% | +$40.2K | 0.54% | 50 |
|
|
2023
Q1 | $1.53M | Buy |
+58,900
| New | +$1.53M | 0.5% | 50 |
|