Spire Wealth 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 | $3.03K | Hold |
54
| – | – | ﹤0.01% | 2085 |
|
|
2025
Q1 | $2.81K | Buy |
+54
| New | +$2.81K | ﹤0.01% | 2206 |
|
|
2024
Q3 | – | Sell |
-384
| Closed | -$10.4K | – | 2197 |
|
|
2024
Q2 | $10.4K | Buy |
+384
| New | +$10.4K | ﹤0.01% | 1623 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$3K | – | 2701 |
|
|
2022
Q1 | $3K | Sell |
100
-399
| -80% | -$12K | ﹤0.01% | 2325 |
|
|
2021
Q4 | $16K | Buy |
+499
| New | +$16K | ﹤0.01% | 2196 |
|
|
2021
Q2 | – | Sell |
-1,571
| Closed | -$50K | – | 2689 |
|
|
2021
Q1 | $50K | Buy |
+1,571
| New | +$50K | ﹤0.01% | 1718 |
|