TwinBeech Capital’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-236,320
| Closed | -$9.93M | – | 695 |
|
|
2024
Q3 | $9.93M | Buy |
+236,320
| New | +$9.93M | 0.19% | 144 |
|
|
2024
Q2 | – | Sell |
-17,914
| Closed | -$681K | – | 612 |
|
|
2024
Q1 | $681K | Sell |
17,914
-114,459
| -86% | -$4.35M | 0.01% | 444 |
|
|
2023
Q4 | $4.41M | Buy |
+132,373
| New | +$4.41M | 0.07% | 289 |
|
|
2023
Q3 | – | Sell |
-256,579
| Closed | -$6.97M | – | 706 |
|
|
2023
Q2 | $6.97M | Sell |
256,579
-354,497
| -58% | -$9.63M | 0.14% | 192 |
|
|
2023
Q1 | $15.5M | Sell |
611,076
-14,924
| -2% | -$379K | 0.31% | 100 |
|
|
2022
Q4 | $18M | Buy |
+626,000
| New | +$18M | 0.34% | 77 |
|
|
2022
Q1 | – | Sell |
-48,808
| Closed | -$1.6M | – | 570 |
|
|
2021
Q4 | $1.6M | Sell |
48,808
-165,089
| -77% | -$5.41M | 0.09% | 264 |
|
|
2021
Q3 | $6.34M | Buy |
+213,897
| New | +$6.34M | 0.45% | 50 |
|
|
2021
Q2 | – | Sell |
-34,800
| Closed | -$1.14M | – | 497 |
|
|
2021
Q1 | $1.14M | Sell |
34,800
-30,580
| -47% | -$997K | 0.17% | 179 |
|
|
2020
Q4 | $1.67M | Sell |
65,380
-21,824
| -25% | -$558K | 0.27% | 120 |
|
|
2020
Q3 | $1.59M | Buy |
+87,204
| New | +$1.59M | 0.34% | 84 |
|