Tower Research Capital (TRC)’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 | $648K | Sell |
11,547
-2,504
| -18% | -$140K | 0.02% | 786 |
|
|
2025
Q1 | $732K | Sell |
14,051
-10,802
| -43% | -$563K | 0.02% | 647 |
|
|
2024
Q4 | $1.17M | Buy |
24,853
+16,407
| +194% | +$774K | 0.02% | 556 |
|
|
2024
Q3 | $355K | Sell |
8,446
-5,301
| -39% | -$223K | 0.01% | 1111 |
|
|
2024
Q2 | $562K | Buy |
13,747
+3,109
| +29% | +$127K | 0.01% | 1240 |
|
|
2024
Q1 | $404K | Sell |
10,638
-36,158
| -77% | -$1.37M | 0.01% | 989 |
|
|
2023
Q4 | $1.56M | Buy |
46,796
+15,137
| +48% | +$504K | 0.02% | 600 |
|
|
2023
Q3 | $899K | Buy |
31,659
+28,163
| +806% | +$800K | 0.03% | 581 |
|
|
2023
Q2 | $95K | Buy |
3,496
+2,702
| +340% | +$73.4K | ﹤0.01% | 2039 |
|
|
2023
Q1 | $20K | Buy |
794
+223
| +39% | +$5.62K | ﹤0.01% | 3419 |
|
|
2022
Q4 | $16K | Sell |
571
-639
| -53% | -$17.9K | ﹤0.01% | 3338 |
|
|
2022
Q3 | $32K | Sell |
1,210
-4,184
| -78% | -$111K | ﹤0.01% | 3542 |
|
|
2022
Q2 | $141K | Sell |
5,394
-18,491
| -77% | -$483K | ﹤0.01% | 2023 |
|
|
2022
Q1 | $738K | Buy |
23,885
+21,995
| +1,164% | +$680K | 0.01% | 927 |
|
|
2021
Q4 | $62K | Sell |
1,890
-21,498
| -92% | -$705K | ﹤0.01% | 2594 |
|
|
2021
Q3 | $694K | Buy |
23,388
+8,240
| +54% | +$245K | 0.02% | 752 |
|
|
2021
Q2 | $462K | Sell |
15,148
-8,286
| -35% | -$253K | 0.01% | 1255 |
|
|
2021
Q1 | $764K | Buy |
23,434
+7,391
| +46% | +$241K | 0.01% | 919 |
|
|
2020
Q4 | $411K | Sell |
16,043
-38,642
| -71% | -$990K | 0.01% | 1145 |
|
|
2020
Q3 | $997K | Buy |
54,685
+51,538
| +1,638% | +$940K | 0.01% | 1001 |
|
|
2020
Q2 | $61K | Sell |
3,147
-20,707
| -87% | -$401K | ﹤0.01% | 2892 |
|
|
2020
Q1 | $345K | Buy |
+23,854
| New | +$345K | 0.02% | 559 |
|
|
2019
Q2 | – | Sell |
-3,912
| Closed | -$79K | – | 3845 |
|
|
2019
Q1 | $79K | Buy |
+3,912
| New | +$79K | ﹤0.01% | 1538 |
|
|
2018
Q4 | – | Sell |
-148
| Closed | -$3K | – | 3939 |
|
|
2018
Q3 | $3K | Buy |
+148
| New | +$3K | ﹤0.01% | 3295 |
|