Summit Global Investments’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 | – | Sell |
-32,712
| Closed | -$1.7M | – | 489 |
|
|
2025
Q1 | $1.7M | Sell |
32,712
-106,028
| -76% | -$5.52M | 0.12% | 100 |
|
|
2024
Q4 | $6.54M | Buy |
138,740
+121,621
| +710% | +$5.74M | 0.41% | 58 |
|
|
2024
Q3 | $720K | Buy |
+17,119
| New | +$720K | 0.05% | 305 |
|
|
2024
Q2 | – | Sell |
-5,356
| Closed | -$204K | – | 520 |
|
|
2024
Q1 | $204K | Sell |
5,356
-26,595
| -83% | -$1.01M | 0.02% | 479 |
|
|
2023
Q4 | $1.06M | Buy |
+31,951
| New | +$1.06M | 0.07% | 228 |
|