Stifel Financial’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 | $2.44M | Buy |
43,555
+18,440
| +73% | +$1.03M | ﹤0.01% | 1699 |
|
|
2025
Q1 | $1.31M | Buy |
25,115
+5,545
| +28% | +$289K | ﹤0.01% | 2053 |
|
|
2024
Q4 | $923K | Sell |
19,570
-2,962
| -13% | -$140K | ﹤0.01% | 2298 |
|
|
2024
Q3 | $947K | Sell |
22,532
-28,135
| -56% | -$1.18M | ﹤0.01% | 2263 |
|
|
2024
Q2 | $2.07M | Sell |
50,667
-27,428
| -35% | -$1.12M | ﹤0.01% | 1699 |
|
|
2024
Q1 | $2.97M | Sell |
78,095
-116,001
| -60% | -$4.41M | ﹤0.01% | 1455 |
|
|
2023
Q4 | $6.46M | Sell |
194,096
-92,436
| -32% | -$3.08M | 0.01% | 970 |
|
|
2023
Q3 | $8.13M | Buy |
286,532
+176,332
| +160% | +$5.01M | 0.01% | 801 |
|
|
2023
Q2 | $2.99M | Buy |
110,200
+13,232
| +14% | +$359K | ﹤0.01% | 1356 |
|
|
2023
Q1 | $2.46M | Sell |
96,968
-34,195
| -26% | -$868K | ﹤0.01% | 1441 |
|
|
2022
Q4 | $3.76M | Sell |
131,163
-2,443
| -2% | -$70.1K | 0.01% | 1138 |
|
|
2022
Q3 | $3.52M | Sell |
133,606
-14,688
| -10% | -$387K | 0.01% | 1122 |
|
|
2022
Q2 | $3.87M | Sell |
148,294
-73,744
| -33% | -$1.92M | 0.01% | 1098 |
|
|
2022
Q1 | $6.86M | Buy |
222,038
+16,291
| +8% | +$504K | 0.01% | 893 |
|
|
2021
Q4 | $6.75M | Buy |
205,747
+11,928
| +6% | +$391K | 0.01% | 909 |
|
|
2021
Q3 | $5.75M | Buy |
193,819
+42,873
| +28% | +$1.27M | 0.01% | 941 |
|
|
2021
Q2 | $4.6M | Buy |
150,946
+51,478
| +52% | +$1.57M | 0.01% | 1066 |
|
|
2021
Q1 | $3.25M | Sell |
99,468
-3,792
| -4% | -$124K | 0.01% | 1218 |
|
|
2020
Q4 | $2.64M | Buy |
103,260
+57,286
| +125% | +$1.47M | ﹤0.01% | 1214 |
|
|
2020
Q3 | $839K | Buy |
45,974
+1,768
| +4% | +$32.3K | ﹤0.01% | 1757 |
|
|
2020
Q2 | $853K | Sell |
44,206
-14,842
| -25% | -$286K | ﹤0.01% | 1671 |
|
|
2020
Q1 | $849K | Buy |
59,048
+8,407
| +17% | +$121K | ﹤0.01% | 1534 |
|
|
2019
Q4 | $1.24M | Buy |
50,641
+28,306
| +127% | +$693K | ﹤0.01% | 1677 |
|
|
2019
Q3 | $497K | Buy |
22,335
+3,210
| +17% | +$71.4K | ﹤0.01% | 2172 |
|
|
2019
Q2 | $400K | Buy |
19,125
+5,549
| +41% | +$116K | ﹤0.01% | 2322 |
|
|
2019
Q1 | $280K | Buy |
+13,576
| New | +$280K | ﹤0.01% | 2406 |
|
|
2018
Q4 | – | Sell |
-181,490
| Closed | -$3.89M | – | 2711 |
|
|
2018
Q3 | $3.89M | Buy |
181,490
+35,132
| +24% | +$753K | 0.01% | 939 |
|
|
2018
Q2 | $3.02M | Buy |
+146,358
| New | +$3.02M | 0.01% | 1014 |
|