UBS Group’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 | $58.8M | Sell |
1,047,597
-28,309
| -3% | -$1.59M | 0.01% | 1087 |
|
|
2025
Q1 | $56M | Buy |
1,075,906
+211,298
| +24% | +$11M | 0.01% | 1084 |
|
|
2024
Q4 | $40.8M | Buy |
864,608
+439,762
| +104% | +$20.7M | 0.01% | 1235 |
|
|
2024
Q3 | $17.9M | Buy |
424,846
+49,593
| +13% | +$2.08M | ﹤0.01% | 1349 |
|
|
2024
Q2 | $15.3M | Buy |
375,253
+69,541
| +23% | +$2.84M | ﹤0.01% | 1373 |
|
|
2024
Q1 | $11.6M | Buy |
305,712
+124,218
| +68% | +$4.72M | ﹤0.01% | 1516 |
|
|
2023
Q4 | $6.04M | Sell |
181,494
-22,093
| -11% | -$736K | ﹤0.01% | 1839 |
|
|
2023
Q3 | $5.78M | Sell |
203,587
-58,204
| -22% | -$1.65M | ﹤0.01% | 1751 |
|
|
2023
Q2 | $7.11M | Buy |
261,791
+6,010
| +2% | +$163K | ﹤0.01% | 1628 |
|
|
2023
Q1 | $6.49M | Buy |
255,781
+29,802
| +13% | +$757K | ﹤0.01% | 1652 |
|
|
2022
Q4 | $6.49M | Buy |
225,979
+105,235
| +87% | +$3.02M | ﹤0.01% | 1633 |
|
|
2022
Q3 | $3.18M | Sell |
120,744
-88,811
| -42% | -$2.34M | ﹤0.01% | 2037 |
|
|
2022
Q2 | $5.46M | Buy |
209,555
+26,414
| +14% | +$689K | ﹤0.01% | 1708 |
|
|
2022
Q1 | $5.66M | Sell |
183,141
-62,063
| -25% | -$1.92M | ﹤0.01% | 1833 |
|
|
2021
Q4 | $8.04M | Sell |
245,204
-18,131
| -7% | -$594K | ﹤0.01% | 1712 |
|
|
2021
Q3 | $7.81M | Sell |
263,335
-15,013
| -5% | -$445K | ﹤0.01% | 1659 |
|
|
2021
Q2 | $8.48M | Sell |
278,348
-53,855
| -16% | -$1.64M | ﹤0.01% | 1622 |
|
|
2021
Q1 | $10.8M | Sell |
332,203
-69,324
| -17% | -$2.26M | ﹤0.01% | 1393 |
|
|
2020
Q4 | $10.3M | Sell |
401,527
-20,432
| -5% | -$523K | ﹤0.01% | 1377 |
|
|
2020
Q3 | $7.7M | Buy |
421,959
+330,028
| +359% | +$6.02M | ﹤0.01% | 1438 |
|
|
2020
Q2 | $1.77M | Buy |
91,931
+22,439
| +32% | +$433K | ﹤0.01% | 2370 |
|
|
2020
Q1 | $1M | Buy |
69,492
+24,519
| +55% | +$354K | ﹤0.01% | 2658 |
|
|
2019
Q4 | $1.11M | Buy |
44,973
+10,654
| +31% | +$264K | ﹤0.01% | 3241 |
|
|
2019
Q3 | $760K | Buy |
34,319
+11,562
| +51% | +$256K | ﹤0.01% | 3402 |
|
|
2019
Q2 | $476K | Sell |
22,757
-297,454
| -93% | -$6.22M | ﹤0.01% | 3575 |
|
|
2019
Q1 | $6.45M | Buy |
320,211
+258,303
| +417% | +$5.2M | ﹤0.01% | 1617 |
|
|
2018
Q4 | $1.03M | Buy |
61,908
+60,801
| +5,492% | +$1.01M | ﹤0.01% | 2973 |
|
|
2018
Q3 | $24K | Buy |
1,107
+1,007
| +1,007% | +$21.8K | ﹤0.01% | 5779 |
|
|
2018
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 6792 |
|