Venturi Wealth Management’s Equitable Holdings EQH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-185	Closed	-$8.73K	–	945
2024 Q4	$8.73K	Hold	185	–	–	﹤0.01%	1464
2024 Q3	$7.78K	Sell	185 -62	-25%	-$2.61K	﹤0.01%	1257
2024 Q2	$10.1K	Sell	247 -17	-6%	-$695	﹤0.01%	1101
2024 Q1	$10K	Buy	+264	New	+$10K	﹤0.01%	934