SGAM
Smith Group Asset Management’s Equitable Holdings EQH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,520
| Closed | -$340K | – | 175 |
|
|
2025
Q1 | $340K | Buy |
6,520
+50
| +0.8% | +$2.61K | 0.03% | 164 |
|
|
2024
Q4 | $305K | Buy |
+6,470
| New | +$305K | 0.02% | 173 |
|
|
2022
Q1 | $10K | Sell |
308
-17
| -5% | -$552 | ﹤0.01% | 255 |
|
|
2021
Q4 | $11K | Buy |
325
+77
| +31% | +$2.61K | ﹤0.01% | 297 |
|
|
2021
Q3 | $7K | Buy |
248
+16
| +7% | +$452 | ﹤0.01% | 332 |
|
|
2021
Q2 | $7K | Buy |
+232
| New | +$7K | ﹤0.01% | 326 |
|