Simplex Trading’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 | – | Sell |
-1,288
| Closed | -$67K | – | 2881 |
|
|
2025
Q1 | $67K | Buy |
+1,288
| New | +$67K | ﹤0.01% | 1220 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2881 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2750 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2849 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2810 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2873 |
|
|
2023
Q3 | – | Sell |
-834
| Closed | -$22K | – | 2773 |
|
|
2023
Q2 | $22K | Sell |
834
-3,181
| -79% | -$83.9K | ﹤0.01% | 1503 |
|
|
2023
Q1 | $101K | Buy |
+4,015
| New | +$101K | ﹤0.01% | 1001 |
|
|
2022
Q4 | – | Sell |
-265
| Closed | -$6K | – | 2960 |
|
|
2022
Q3 | $6K | Buy |
+265
| New | +$6K | ﹤0.01% | 2149 |
|
|
2022
Q2 | – | Sell |
-525
| Closed | -$16K | – | 3054 |
|
|
2022
Q1 | $16K | Sell |
525
-14,976
| -97% | -$456K | ﹤0.01% | 2152 |
|
|
2021
Q4 | $508K | Buy |
15,501
+15,189
| +4,868% | +$498K | ﹤0.01% | 766 |
|
|
2021
Q3 | $9K | Hold |
312
| – | – | ﹤0.01% | 2445 |
|
|
2021
Q2 | $9K | Buy |
+312
| New | +$9K | ﹤0.01% | 2480 |
|
|
2021
Q1 | – | Sell |
-41,789
| Closed | -$1.07M | – | 2831 |
|
|
2020
Q4 | $1.07M | Buy |
+41,789
| New | +$1.07M | ﹤0.01% | 397 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2424 |
|
|
2020
Q2 | – | Sell |
-9,105
| Closed | -$131K | – | 2310 |
|
|
2020
Q1 | $131K | Buy |
9,105
+5,787
| +174% | +$83.3K | ﹤0.01% | 872 |
|
|
2019
Q4 | $82K | Sell |
3,318
-30,338
| -90% | -$750K | ﹤0.01% | 1076 |
|
|
2019
Q3 | $745K | Buy |
33,656
+33,445
| +15,851% | +$740K | ﹤0.01% | 299 |
|
|
2019
Q2 | $4K | Buy |
+211
| New | +$4K | ﹤0.01% | 1567 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2120 |
|
|
2018
Q4 | – | Sell |
-5,683
| Closed | -$121K | – | 2176 |
|
|
2018
Q3 | $121K | Buy |
5,683
+1,432
| +34% | +$30.5K | ﹤0.01% | 963 |
|
|
2018
Q2 | $87K | Buy |
+4,251
| New | +$87K | ﹤0.01% | 1066 |
|