Valued Wealth 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 | $3.17K | Buy |
57
+1
| +2% | +$56 | ﹤0.01% | 337 |
|
|
2025
Q1 | $2.93K | Hold |
56
| – | – | ﹤0.01% | 374 |
|
|
2024
Q4 | $2.64K | Buy |
56
+13
| +30% | +$614 | ﹤0.01% | 377 |
|
|
2024
Q3 | $1.81K | Sell |
43
-2
| -4% | -$84 | ﹤0.01% | 385 |
|
|
2024
Q2 | $1.84K | Sell |
45
-5
| -10% | -$205 | ﹤0.01% | 373 |
|
|
2024
Q1 | $1.9K | Buy |
50
+42
| +525% | +$1.6K | ﹤0.01% | 364 |
|
|
2023
Q4 | $229 | Buy |
+8
| New | +$229 | ﹤0.01% | 491 |
|