Steward Partners Investment Advisory’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
$158K Sell
2,816
-91
-3% -$5.11K ﹤0.01% 1869
2025
Q1
$151K Sell
2,907
-299
-9% -$15.6K ﹤0.01% 1781
2024
Q4
$151K Buy
3,206
+2,333
+267% +$110K ﹤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% +$2.32K ﹤0.01% 2302
2023
Q4
$27K Buy
812
+420
+107% +$14K ﹤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% -$1.42K ﹤0.01% 2543
2022
Q4
$12.9K Hold
448
﹤0.01% 2453
2022
Q3
$12K Buy
448
+56
+14% +$1.5K ﹤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% +$2.45K ﹤0.01% 5711
2021
Q1
$10.2K Sell
312
-2,422
-89% -$79K ﹤0.01% 2776
2020
Q4
$70K Hold
2,734
﹤0.01% 1507
2020
Q3
$50K Buy
2,734
+372
+16% +$6.8K ﹤0.01% 1501
2020
Q2
$46K Buy
2,362
+635
+37% +$12.4K ﹤0.01% 1445
2020
Q1
$24K Sell
1,727
-12,062
-87% -$168K ﹤0.01% 1536
2019
Q4
$341K Sell
13,789
-713
-5% -$17.6K 0.01% 723
2019
Q3
$321K Sell
14,502
-1,140
-7% -$25.2K 0.01% 708
2019
Q2
$326K Sell
15,642
-333
-2% -$6.94K 0.01% 670
2019
Q1
$321K Buy
+15,975
New +$321K 0.01% 622