Verdence Capital 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 | $439K | Buy |
+7,825
| New | +$439K | 0.03% | 460 |
|
|
2024
Q1 | – | Sell |
-31,849
| Closed | -$1.06M | – | 593 |
|
|
2023
Q4 | $1.06M | Sell |
31,849
-5,333
| -14% | -$178K | 0.1% | 213 |
|
|
2023
Q3 | $1.06M | Buy |
37,182
+1,588
| +4% | +$45.1K | 0.11% | 201 |
|
|
2023
Q2 | $967K | Buy |
35,594
+665
| +2% | +$18.1K | 0.11% | 206 |
|
|
2023
Q1 | $887K | Buy |
34,929
+11,967
| +52% | +$304K | 0.11% | 213 |
|
|
2022
Q4 | $659K | Buy |
22,962
+12,595
| +121% | +$361K | 0.08% | 235 |
|
|
2022
Q3 | $273K | Sell |
10,367
-2,808
| -21% | -$73.9K | 0.04% | 399 |
|
|
2022
Q2 | $343K | Sell |
13,175
-6,043
| -31% | -$157K | 0.04% | 353 |
|
|
2022
Q1 | $594K | Sell |
19,218
-639
| -3% | -$19.8K | 0.07% | 271 |
|
|
2021
Q4 | $651K | Buy |
19,857
+3,135
| +19% | +$103K | 0.08% | 242 |
|
|
2021
Q3 | $496K | Buy |
16,722
+5,814
| +53% | +$172K | 0.07% | 277 |
|
|
2021
Q2 | $332K | Buy |
10,908
+2,627
| +32% | +$80K | 0.05% | 335 |
|
|
2021
Q1 | $270K | Sell |
8,281
-7,223
| -47% | -$236K | 0.05% | 376 |
|
|
2020
Q4 | $397K | Sell |
15,504
-601
| -4% | -$15.4K | 0.08% | 238 |
|
|
2020
Q3 | $294K | Buy |
16,105
+525
| +3% | +$9.58K | 0.07% | 256 |
|
|
2020
Q2 | $301K | Buy |
+15,580
| New | +$301K | 0.07% | 241 |
|