Vestmark Advisory Solutions’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 | – | Sell |
-7,929
| Closed | -$413K | – | 784 |
|
|
2025
Q1 | $413K | Sell |
7,929
-98
| -1% | -$5.11K | 0.01% | 551 |
|
|
2024
Q4 | $379K | Buy |
+8,027
| New | +$379K | 0.01% | 460 |
|
|
2022
Q3 | – | Sell |
-8,785
| Closed | -$229K | – | 834 |
|
|
2022
Q2 | $229K | Sell |
8,785
-89
| -1% | -$2.32K | 0.01% | 776 |
|
|
2022
Q1 | $274K | Buy |
+8,874
| New | +$274K | 0.02% | 743 |
|
|
2021
Q4 | – | Sell |
-8,141
| Closed | -$241K | – | 851 |
|
|
2021
Q3 | $241K | Buy |
8,141
+299
| +4% | +$8.85K | 0.02% | 740 |
|
|
2021
Q2 | $239K | Buy |
7,842
+865
| +12% | +$26.4K | 0.02% | 693 |
|
|
2021
Q1 | $228K | Buy |
+6,977
| New | +$228K | 0.02% | 673 |
|