SEI Investments’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 | $35.1M | Buy |
626,017
+16,432
| +3% | +$922K | 0.04% | 467 |
|
|
2025
Q1 | $31.8M | Buy |
609,585
+187,212
| +44% | +$9.75M | 0.04% | 480 |
|
|
2024
Q4 | $19.9M | Buy |
422,373
+51,838
| +14% | +$2.45M | 0.03% | 676 |
|
|
2024
Q3 | $15.6M | Buy |
370,535
+23,060
| +7% | +$969K | 0.02% | 797 |
|
|
2024
Q2 | $14.2M | Buy |
347,475
+16,745
| +5% | +$684K | 0.02% | 764 |
|
|
2024
Q1 | $12.6M | Sell |
330,730
-30,919
| -9% | -$1.18M | 0.02% | 810 |
|
|
2023
Q4 | $12M | Sell |
361,649
-40,907
| -10% | -$1.36M | 0.02% | 796 |
|
|
2023
Q3 | $11.4M | Sell |
402,556
-28,580
| -7% | -$811K | 0.02% | 782 |
|
|
2023
Q2 | $11.7M | Buy |
431,136
+27,310
| +7% | +$742K | 0.02% | 788 |
|
|
2023
Q1 | $10.3M | Buy |
403,826
+75,258
| +23% | +$1.91M | 0.02% | 827 |
|
|
2022
Q4 | $9.43M | Sell |
328,568
-91,973
| -22% | -$2.64M | 0.02% | 754 |
|
|
2022
Q3 | $11.1M | Buy |
420,541
+16,251
| +4% | +$428K | 0.02% | 726 |
|
|
2022
Q2 | $10.5M | Buy |
404,290
+90,860
| +29% | +$2.37M | 0.02% | 755 |
|
|
2022
Q1 | $9.7M | Buy |
313,430
+2,271
| +0.7% | +$70.3K | 0.02% | 789 |
|
|
2021
Q4 | $10.2M | Sell |
311,159
-16,998
| -5% | -$558K | 0.02% | 783 |
|
|
2021
Q3 | $9.75M | Buy |
328,157
+18,014
| +6% | +$535K | 0.02% | 753 |
|
|
2021
Q2 | $9.47M | Sell |
310,143
-25,015
| -7% | -$763K | 0.02% | 765 |
|
|
2021
Q1 | $10M | Sell |
335,158
-6,096
| -2% | -$183K | 0.03% | 668 |
|
|
2020
Q4 | $8.75M | Sell |
341,254
-51,276
| -13% | -$1.31M | 0.02% | 702 |
|
|
2020
Q3 | $7.15M | Sell |
392,530
-34,512
| -8% | -$629K | 0.02% | 706 |
|
|
2020
Q2 | $8.21M | Sell |
427,042
-6,019
| -1% | -$116K | 0.03% | 633 |
|
|
2020
Q1 | $6.28M | Buy |
433,061
+44,243
| +11% | +$641K | 0.02% | 649 |
|
|
2019
Q4 | $9.64M | Buy |
388,818
+21,412
| +6% | +$531K | 0.03% | 601 |
|
|
2019
Q3 | $8.15M | Buy |
367,406
+32,486
| +10% | +$721K | 0.02% | 692 |
|
|
2019
Q2 | $6.99M | Buy |
334,920
+13,361
| +4% | +$279K | 0.02% | 766 |
|
|
2019
Q1 | $6.45M | Buy |
321,559
+77,983
| +32% | +$1.56M | 0.02% | 775 |
|
|
2018
Q4 | $4.41M | Buy |
243,576
+121,014
| +99% | +$2.19M | 0.02% | 951 |
|
|
2018
Q3 | $2.64M | Sell |
122,562
-27,299
| -18% | -$588K | 0.01% | 1168 |
|
|
2018
Q2 | $3.09M | Buy |
+149,861
| New | +$3.09M | 0.01% | 1140 |
|