Truist 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 | $656K | Buy |
11,693
+160
| +1% | +$8.98K | ﹤0.01% | 1802 |
|
|
2025
Q1 | $601K | Buy |
11,533
+1,979
| +21% | +$103K | ﹤0.01% | 1758 |
|
|
2024
Q4 | $451K | Buy |
9,554
+257
| +3% | +$12.1K | ﹤0.01% | 1931 |
|
|
2024
Q3 | $391K | Buy |
9,297
+368
| +4% | +$15.5K | ﹤0.01% | 1979 |
|
|
2024
Q2 | $365K | Buy |
8,929
+2,180
| +32% | +$89.1K | ﹤0.01% | 2169 |
|
|
2024
Q1 | $257K | Sell |
6,749
-1,139
| -14% | -$43.3K | ﹤0.01% | 2360 |
|
|
2023
Q4 | $263K | Buy |
7,888
+684
| +9% | +$22.8K | ﹤0.01% | 2375 |
|
|
2023
Q3 | $205K | Buy |
+7,204
| New | +$205K | ﹤0.01% | 2429 |
|
|
2022
Q2 | – | Sell |
-15,441
| Closed | -$477K | – | 2656 |
|
|
2022
Q1 | $477K | Sell |
15,441
-1,324
| -8% | -$40.9K | ﹤0.01% | 2018 |
|
|
2021
Q4 | $550K | Buy |
+16,765
| New | +$550K | ﹤0.01% | 1941 |
|
|
2020
Q2 | – | Sell |
-119,754
| Closed | -$1.73M | – | 2421 |
|
|
2020
Q1 | $1.73M | Buy |
119,754
+15,608
| +15% | +$225K | ﹤0.01% | 1033 |
|
|
2019
Q4 | $2.58M | Buy |
+104,146
| New | +$2.58M | 0.01% | 1008 |
|