SVB Wealth’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 |
-3,214
| Closed | -$167K | – | 862 |
|
|
2025
Q1 | $167K | Buy |
+3,214
| New | +$167K | 0.01% | 334 |
|
|
2024
Q3 | – | Sell |
-6,078
| Closed | -$248K | – | 195 |
|
|
2024
Q2 | $248K | Sell |
6,078
-1,633
| -21% | -$66.7K | 0.01% | 617 |
|
|
2024
Q1 | $293K | Sell |
7,711
-900
| -10% | -$34.2K | 0.01% | 643 |
|
|
2023
Q4 | $287K | Sell |
8,611
-3,824
| -31% | -$127K | 0.01% | 645 |
|
|
2023
Q3 | $353K | Buy |
12,435
+1,916
| +18% | +$54.4K | 0.01% | 561 |
|
|
2023
Q2 | $286K | Buy |
+10,519
| New | +$286K | 0.01% | 695 |
|
|
2023
Q1 | – | Sell |
-11,708
| Closed | -$336K | – | 1030 |
|
|
2022
Q4 | $336K | Buy |
+11,708
| New | +$336K | ﹤0.01% | 695 |
|
|
2021
Q4 | – | Sell |
-24,744
| Closed | -$733K | – | 859 |
|
|
2021
Q3 | $733K | Sell |
24,744
-3,087
| -11% | -$91.4K | 0.01% | 480 |
|
|
2021
Q2 | $848K | Sell |
27,831
-23
| -0.1% | -$701 | 0.01% | 429 |
|
|
2021
Q1 | $908K | Sell |
27,854
-1,366
| -5% | -$44.5K | 0.01% | 367 |
|
|
2020
Q4 | $748K | Buy |
29,220
+7,143
| +32% | +$183K | 0.01% | 383 |
|
|
2020
Q3 | $403K | Buy |
22,077
+2,956
| +15% | +$54K | 0.01% | 461 |
|
|
2020
Q2 | $369K | Buy |
+19,121
| New | +$369K | 0.01% | 426 |
|