Sit Investment Associates’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 | $137K | Hold |
2,450
| – | – | ﹤0.01% | 460 |
|
|
2025
Q1 | $128K | Hold |
2,450
| – | – | ﹤0.01% | 471 |
|
|
2024
Q4 | $116K | Sell |
2,450
-310
| -11% | -$14.7K | ﹤0.01% | 485 |
|
|
2024
Q3 | $116K | Sell |
2,760
-2,340
| -46% | -$98.3K | ﹤0.01% | 492 |
|
|
2024
Q2 | $208K | Sell |
5,100
-1,210
| -19% | -$49.3K | ﹤0.01% | 457 |
|
|
2024
Q1 | $240K | Buy |
6,310
+400
| +7% | +$15.2K | 0.01% | 446 |
|
|
2023
Q4 | $197K | Sell |
5,910
-965
| -14% | -$32.2K | ﹤0.01% | 465 |
|
|
2023
Q3 | $195K | Hold |
6,875
| – | – | 0.01% | 455 |
|
|
2023
Q2 | $187K | Sell |
6,875
-500
| -7% | -$13.6K | ﹤0.01% | 473 |
|
|
2023
Q1 | $187K | Buy |
7,375
+775
| +12% | +$19.7K | 0.01% | 465 |
|
|
2022
Q4 | $189K | Buy |
+6,600
| New | +$189K | 0.01% | 469 |
|