Stephens Inc’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 | $3.72M | Sell |
66,292
-845
| -1% | -$47.4K | 0.05% | 328 |
|
|
2025
Q1 | $3.5M | Sell |
67,137
-1,597
| -2% | -$83.2K | 0.05% | 331 |
|
|
2024
Q4 | $3.24M | Sell |
68,734
-2,286
| -3% | -$108K | 0.05% | 341 |
|
|
2024
Q3 | $2.98M | Sell |
71,020
-562
| -0.8% | -$23.6K | 0.04% | 368 |
|
|
2024
Q2 | $2.92M | Buy |
71,582
+5,420
| +8% | +$221K | 0.04% | 349 |
|
|
2024
Q1 | $2.51M | Buy |
66,162
+53,668
| +430% | +$2.04M | 0.04% | 375 |
|
|
2023
Q4 | $416K | Buy |
+12,494
| New | +$416K | 0.01% | 816 |
|
|
2023
Q3 | – | Sell |
-10,040
| Closed | -$273K | – | 1235 |
|
|
2023
Q2 | $273K | Buy |
10,040
+360
| +4% | +$9.78K | ﹤0.01% | 956 |
|
|
2023
Q1 | $246K | Sell |
9,680
-3,012
| -24% | -$76.5K | ﹤0.01% | 958 |
|
|
2022
Q4 | $364K | Sell |
12,692
-3,568
| -22% | -$102K | 0.01% | 798 |
|
|
2022
Q3 | $428K | Buy |
16,260
+842
| +5% | +$22.2K | 0.01% | 760 |
|
|
2022
Q2 | $402K | Buy |
15,418
+6,340
| +70% | +$165K | 0.01% | 806 |
|
|
2022
Q1 | $281K | Sell |
9,078
-771
| -8% | -$23.9K | ﹤0.01% | 1038 |
|
|
2021
Q4 | $323K | Sell |
9,849
-2,790
| -22% | -$91.5K | ﹤0.01% | 1019 |
|
|
2021
Q3 | $375K | Buy |
12,639
+2,257
| +22% | +$67K | 0.01% | 963 |
|
|
2021
Q2 | $316K | Sell |
10,382
-46
| -0.4% | -$1.4K | ﹤0.01% | 1018 |
|
|
2021
Q1 | $340K | Sell |
10,428
-841
| -7% | -$27.4K | 0.01% | 959 |
|
|
2020
Q4 | $288K | Sell |
11,269
-1,960
| -15% | -$50.1K | 0.01% | 937 |
|
|
2020
Q3 | $241K | Buy |
13,229
+41
| +0.3% | +$747 | ﹤0.01% | 963 |
|
|
2020
Q2 | $254K | Buy |
13,188
+800
| +6% | +$15.4K | 0.01% | 896 |
|
|
2020
Q1 | $179K | Buy |
+12,388
| New | +$179K | ﹤0.01% | 904 |
|