United Capital Financial Advisors’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	$202K	Sell	3,608 -251	-7%	-$14.1K	﹤0.01%	1043
2025 Q1	$201K	Buy	+3,859	New	+$201K	﹤0.01%	1006