Washington Trust 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 | $15.9K | Buy |
283
+196
| +225% | +$11K | ﹤0.01% | 420 |
|
|
2025
Q1 | $4.52K | Buy |
+87
| New | +$4.52K | ﹤0.01% | 558 |
|
|
2023
Q2 | – | Sell |
-657
| Closed | -$16.7K | – | 696 |
|
|
2023
Q1 | $16.7K | Hold |
657
| – | – | ﹤0.01% | 441 |
|
|
2022
Q4 | $18.9K | Sell |
657
-387
| -37% | -$11.1K | ﹤0.01% | 429 |
|
|
2022
Q3 | $28K | Hold |
1,044
| – | – | ﹤0.01% | 471 |
|
|
2022
Q2 | $27K | Hold |
1,044
| – | – | ﹤0.01% | 489 |
|
|
2022
Q1 | $32K | Sell |
1,044
-164
| -14% | -$5.03K | ﹤0.01% | 510 |
|
|
2021
Q4 | $40K | Buy |
+1,208
| New | +$40K | ﹤0.01% | 512 |
|