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 |
|