Shelton Capital Management’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 | $617K | Sell |
10,993
-259
| -2% | -$14.5K | 0.01% | 309 |
|
|
2025
Q1 | $586K | Sell |
11,252
-463
| -4% | -$24.1K | 0.01% | 305 |
|
|
2024
Q4 | $553K | Sell |
11,715
-503
| -4% | -$23.7K | 0.01% | 327 |
|
|
2024
Q3 | $514K | Hold |
12,218
| – | – | 0.01% | 342 |
|
|
2024
Q2 | $499K | Sell |
12,218
-1,505
| -11% | -$61.5K | 0.01% | 336 |
|
|
2024
Q1 | $522K | Hold |
13,723
| – | – | 0.01% | 342 |
|
|
2023
Q4 | $457K | Buy |
+13,723
| New | +$457K | 0.01% | 347 |
|