Trust Company of Vermont’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
$7.13K Hold
127
﹤0.01% 871
2025
Q1
$6.62K Sell
127
-9
-7% -$469 ﹤0.01% 808
2024
Q4
$6.42K Hold
136
﹤0.01% 819
2024
Q3
$5.72K Buy
+136
New +$5.72K ﹤0.01% 818
2023
Q2
Sell
-624
Closed -$15.8K 846
2023
Q1
$15.8K Hold
624
﹤0.01% 633
2022
Q4
$17.9K Hold
624
﹤0.01% 597
2022
Q3
$16K Buy
+624
New +$16K ﹤0.01% 632