UMB Bank’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 | $253K | Buy |
4,510
+281
| +7% | +$15.8K | ﹤0.01% | 541 |
|
|
2025
Q1 | $220K | Buy |
4,229
+2,275
| +116% | +$119K | ﹤0.01% | 555 |
|
|
2024
Q4 | $92.2K | Buy |
1,954
+404
| +26% | +$19.1K | ﹤0.01% | 716 |
|
|
2024
Q3 | $65.1K | Buy |
1,550
+718
| +86% | +$30.2K | ﹤0.01% | 800 |
|
|
2024
Q2 | $34K | Buy |
832
+52
| +7% | +$2.13K | ﹤0.01% | 916 |
|
|
2024
Q1 | $29.6K | Buy |
780
+82
| +12% | +$3.12K | ﹤0.01% | 959 |
|
|
2023
Q4 | $23.2K | Sell |
698
-1,142
| -62% | -$38K | ﹤0.01% | 1020 |
|
|
2023
Q3 | $52.2K | Buy |
1,840
+1,034
| +128% | +$29.4K | ﹤0.01% | 825 |
|
|
2023
Q2 | $21.9K | Sell |
806
-172
| -18% | -$4.67K | ﹤0.01% | 1072 |
|
|
2023
Q1 | $24.8K | Buy |
978
+206
| +27% | +$5.23K | ﹤0.01% | 1025 |
|
|
2022
Q4 | $22K | Hold |
772
| – | – | ﹤0.01% | 1086 |
|
|
2022
Q3 | $20K | Hold |
772
| – | – | ﹤0.01% | 1108 |
|
|
2022
Q2 | $20K | Hold |
772
| – | – | ﹤0.01% | 1175 |
|
|
2022
Q1 | $24K | Hold |
772
| – | – | ﹤0.01% | 1187 |
|
|
2021
Q4 | $25K | Buy |
+772
| New | +$25K | ﹤0.01% | 1198 |
|