TD Private Client 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 | $4.88K | Buy |
+87
| New | +$4.88K | ﹤0.01% | 1115 |
|
|
2025
Q1 | – | Sell |
-73
| Closed | -$3.44K | – | 1438 |
|
|
2024
Q4 | $3.44K | Hold |
73
| – | – | ﹤0.01% | 1130 |
|
|
2024
Q3 | $3.07K | Buy |
73
+29
| +66% | +$1.22K | ﹤0.01% | 1144 |
|
|
2024
Q2 | $1.8K | Sell |
44
-1,678
| -97% | -$68.6K | ﹤0.01% | 1141 |
|
|
2024
Q1 | $65.5K | Sell |
1,722
-1,625
| -49% | -$61.8K | ﹤0.01% | 762 |
|
|
2023
Q4 | $111K | Sell |
3,347
-220
| -6% | -$7.33K | ﹤0.01% | 668 |
|
|
2023
Q3 | $101K | Sell |
3,567
-944
| -21% | -$26.8K | ﹤0.01% | 647 |
|
|
2023
Q2 | $123K | Sell |
4,511
-188
| -4% | -$5.11K | 0.01% | 628 |
|
|
2023
Q1 | $119K | Sell |
4,699
-14,383
| -75% | -$365K | 0.01% | 624 |
|
|
2022
Q4 | $548K | Buy |
19,082
+637
| +3% | +$18.3K | 0.03% | 408 |
|
|
2022
Q3 | $486K | Buy |
18,445
+491
| +3% | +$12.9K | 0.02% | 407 |
|
|
2022
Q2 | $468K | Buy |
17,954
+313
| +2% | +$8.16K | 0.02% | 415 |
|
|
2022
Q1 | $545K | Sell |
17,641
-32,620
| -65% | -$1.01M | 0.02% | 411 |
|
|
2021
Q4 | $1.65M | Sell |
50,261
-16,536
| -25% | -$542K | 0.07% | 268 |
|
|
2021
Q3 | $1.98M | Sell |
66,797
-1,455
| -2% | -$43.1K | 0.08% | 239 |
|
|
2021
Q2 | $2.08M | Sell |
68,252
-415
| -0.6% | -$12.6K | 0.09% | 231 |
|
|
2021
Q1 | $2.24M | Sell |
68,667
-1,569
| -2% | -$51.2K | 0.1% | 210 |
|
|
2020
Q4 | $1.8M | Sell |
70,236
-2,835
| -4% | -$72.5K | 0.09% | 232 |
|
|
2020
Q3 | $1.33M | Sell |
73,071
-7,021
| -9% | -$128K | 0.07% | 255 |
|
|
2020
Q2 | $1.54M | Sell |
80,092
-32,526
| -29% | -$627K | 0.09% | 215 |
|
|
2020
Q1 | $1.63M | Buy |
+112,618
| New | +$1.63M | 0.12% | 167 |
|