Uniplan Investment Counsel’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 | $4.36M | Sell |
77,737
-38,272
| -33% | -$2.15M | 0.44% | 58 |
|
|
2025
Q1 | $6.04M | Sell |
116,009
-4,515
| -4% | -$235K | 0.59% | 46 |
|
|
2024
Q4 | $5.69M | Buy |
120,524
+1,367
| +1% | +$64.5K | 0.53% | 51 |
|
|
2024
Q3 | $5.01M | Sell |
119,157
-7,248
| -6% | -$305K | 0.44% | 58 |
|
|
2024
Q2 | $5.16M | Sell |
126,405
-1,968
| -2% | -$80.4K | 0.47% | 53 |
|
|
2024
Q1 | $4.88M | Sell |
128,373
-18,934
| -13% | -$720K | 0.38% | 58 |
|
|
2023
Q4 | $4.96M | Sell |
147,307
-12,736
| -8% | -$429K | 0.37% | 57 |
|
|
2023
Q3 | $4.35M | Hold |
160,043
| – | – | 0.33% | 67 |
|
|
2023
Q2 | $4.35M | Sell |
160,043
-3,064
| -2% | -$83.2K | 0.32% | 69 |
|
|
2023
Q1 | $4.14M | Sell |
163,107
-834
| -0.5% | -$21.2K | 0.29% | 72 |
|
|
2022
Q4 | $4.71M | Sell |
163,941
-3,665
| -2% | -$105K | 0.33% | 68 |
|
|
2022
Q3 | $4.42M | Buy |
167,606
+81,659
| +95% | +$2.15M | 0.34% | 61 |
|
|
2022
Q2 | $2.24M | Buy |
+85,947
| New | +$2.24M | 0.16% | 103 |
|