Vest Financial’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 | $12.8M | Buy |
228,539
+804
| +0.4% | +$45.1K | 0.18% | 129 |
|
|
2025
Q1 | $11.9M | Sell |
227,735
-524,356
| -70% | -$27.3M | 0.18% | 121 |
|
|
2024
Q4 | $35.5M | Buy |
752,091
+78,725
| +12% | +$3.71M | 0.63% | 75 |
|
|
2024
Q3 | $28.3M | Buy |
673,366
+113,856
| +20% | +$4.79M | 0.55% | 91 |
|
|
2024
Q2 | $22.9M | Buy |
559,510
+38,104
| +7% | +$1.56M | 0.55% | 88 |
|
|
2024
Q1 | $19.8M | Buy |
521,406
+136,587
| +35% | +$5.19M | 0.53% | 74 |
|
|
2023
Q4 | $12.8M | Buy |
384,819
+68,520
| +22% | +$2.28M | 0.48% | 105 |
|
|
2023
Q3 | $8.98M | Buy |
316,299
+118,683
| +60% | +$3.37M | 0.49% | 84 |
|
|
2023
Q2 | $5.37M | Buy |
197,616
+140,149
| +244% | +$3.81M | 0.5% | 80 |
|
|
2023
Q1 | $1.46M | Buy |
+57,467
| New | +$1.46M | 0.2% | 78 |
|