Steward Partners Investment Advisory’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $100K | Sell |
2,695
-304
| -10% | -$13K | ﹤0.01% | 2369 |
|
|
2025
Q4 | $143K | Buy |
2,999
+249
| +9% | +$11.8K | ﹤0.01% | 2099 |
|
|
2025
Q3 | $140K | Sell |
2,750
-66
| -2% | -$3.5K | ﹤0.01% | 2051 |
|
|
2025
Q2 | $158K | Sell |
2,816
-91
| -3% | -$4.68K | ﹤0.01% | 1869 |
|
|
2025
Q1 | $151K | Sell |
2,907
-299
| -9% | -$15.7K | ﹤0.01% | 1781 |
|
|
2024
Q4 | $151K | Buy |
3,206
+2,333
| +267% | +$108K | ﹤0.01% | 1766 |
|
|
2024
Q3 | $36.7K | Hold |
873
| – | – | ﹤0.01% | 2390 |
|
|
2024
Q2 | $35.7K | Hold |
873
| – | – | ﹤0.01% | 2268 |
|
|
2024
Q1 | $33.2K | Buy |
873
+61
| +8% | +$2.08K | ﹤0.01% | 2302 |
|
|
2023
Q4 | $27K | Buy |
812
+420
| +107% | +$12.3K | ﹤0.01% | 2257 |
|
|
2023
Q3 | $11.1K | Hold |
392
| – | – | ﹤0.01% | 2554 |
|
|
2023
Q2 | $10.6K | Hold |
392
| – | – | ﹤0.01% | 2550 |
|
|
2023
Q1 | $9.95K | Sell |
392
-56
| -13% | -$1.65K | ﹤0.01% | 2543 |
|
|
2022
Q4 | $12.9K | Hold |
448
| – | – | ﹤0.01% | 2453 |
|
|
2022
Q3 | $12K | Buy |
448
+56
| +14% | +$1.59K | ﹤0.01% | 2443 |
|
|
2022
Q2 | $10K | Hold |
392
| – | – | ﹤0.01% | 2515 |
|
|
2022
Q1 | $12K | Hold |
392
| – | – | ﹤0.01% | 2582 |
|
|
2021
Q4 | $13K | Hold |
392
| – | – | ﹤0.01% | 2494 |
|
|
2021
Q3 | $12K | Hold |
392
| – | – | ﹤0.01% | 2534 |
|
|
2021
Q2 | $12K | Buy |
392
+80
| +26% | +$2.61K | ﹤0.01% | 5713 |
|
|
2021
Q1 | $10.2K | Sell |
312
-2,422
| -89% | -$69.8K | ﹤0.01% | 2776 |
|
|
2020
Q4 | $70K | Hold |
2,734
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q3 | $50K | Buy |
2,734
+372
| +16% | +$7.48K | ﹤0.01% | 1501 |
|
|
2020
Q2 | $46K | Buy |
2,362
+635
| +37% | +$11.3K | ﹤0.01% | 1445 |
|
|
2020
Q1 | $24K | Sell |
1,727
-12,062
| -87% | -$263K | ﹤0.01% | 1536 |
|
|
2019
Q4 | $341K | Sell |
13,789
-713
| -5% | -$16.5K | 0.01% | 723 |
|
|
2019
Q3 | $321K | Sell |
14,502
-1,140
| -7% | -$24.5K | 0.01% | 708 |
|
|
2019
Q2 | $326K | Sell |
15,642
-333
| -2% | -$7.17K | 0.01% | 670 |
|
|
2019
Q1 | $321K | Buy |
+15,975
| New | +$305K | 0.01% | 622 |
|
Other funds holding EQH
VPM
VCM
