Wells Fargo’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 | $37.5M | Sell |
667,651
-265,275
| -28% | -$14.9M | 0.01% | 927 |
|
|
2025
Q1 | $48.6M | Buy |
932,926
+367,112
| +65% | +$19.1M | 0.01% | 772 |
|
|
2024
Q4 | $26.7M | Buy |
565,814
+968
| +0.2% | +$45.7K | 0.01% | 1043 |
|
|
2024
Q3 | $23.7M | Buy |
564,846
+95,474
| +20% | +$4.01M | 0.01% | 1094 |
|
|
2024
Q2 | $19.2M | Buy |
469,372
+111,433
| +31% | +$4.55M | ﹤0.01% | 1161 |
|
|
2024
Q1 | $13.6M | Sell |
357,939
-76,499
| -18% | -$2.91M | ﹤0.01% | 1373 |
|
|
2023
Q4 | $14.5M | Sell |
434,438
-64,960
| -13% | -$2.16M | ﹤0.01% | 1288 |
|
|
2023
Q3 | $14.2M | Sell |
499,398
-10,042
| -2% | -$285K | ﹤0.01% | 1244 |
|
|
2023
Q2 | $13.8M | Sell |
509,440
-105,661
| -17% | -$2.87M | ﹤0.01% | 1301 |
|
|
2023
Q1 | $15.6M | Sell |
615,101
-176,705
| -22% | -$4.49M | ﹤0.01% | 1220 |
|
|
2022
Q4 | $22.7M | Buy |
791,806
+202,723
| +34% | +$5.82M | 0.01% | 990 |
|
|
2022
Q3 | $15.5M | Buy |
589,083
+214,646
| +57% | +$5.66M | 0.01% | 1177 |
|
|
2022
Q2 | $9.76M | Sell |
374,437
-163,269
| -30% | -$4.26M | ﹤0.01% | 1524 |
|
|
2022
Q1 | $16.6M | Buy |
537,706
+94,584
| +21% | +$2.92M | ﹤0.01% | 1386 |
|
|
2021
Q4 | $14.5M | Sell |
443,122
-245,697
| -36% | -$8.06M | ﹤0.01% | 1509 |
|
|
2021
Q3 | $20.4M | Sell |
688,819
-149,567
| -18% | -$4.43M | ﹤0.01% | 1596 |
|
|
2021
Q2 | $25.5M | Sell |
838,386
-382,709
| -31% | -$11.7M | 0.01% | 1469 |
|
|
2021
Q1 | $39.8M | Buy |
1,221,095
+160,390
| +15% | +$5.23M | 0.01% | 1144 |
|
|
2020
Q4 | $27.1M | Sell |
1,060,705
-27,067
| -2% | -$693K | 0.01% | 1342 |
|
|
2020
Q3 | $19.8M | Sell |
1,087,772
-323,002
| -23% | -$5.89M | 0.01% | 1412 |
|
|
2020
Q2 | $27.2M | Buy |
1,410,774
+965,685
| +217% | +$18.6M | 0.01% | 1169 |
|
|
2020
Q1 | $6.43M | Buy |
445,089
+3,989
| +0.9% | +$57.6K | ﹤0.01% | 2012 |
|
|
2019
Q4 | $10.9M | Buy |
441,100
+107,877
| +32% | +$2.67M | ﹤0.01% | 1893 |
|
|
2019
Q3 | $7.38M | Buy |
333,223
+128,465
| +63% | +$2.85M | ﹤0.01% | 2178 |
|
|
2019
Q2 | $4.28M | Sell |
204,758
-296,014
| -59% | -$6.19M | ﹤0.01% | 2694 |
|
|
2019
Q1 | $10.1M | Buy |
500,772
+284,335
| +131% | +$5.73M | ﹤0.01% | 1936 |
|
|
2018
Q4 | $3.6M | Buy |
216,437
+107,113
| +98% | +$1.78M | ﹤0.01% | 2730 |
|
|
2018
Q3 | $2.35M | Buy |
109,324
+91,068
| +499% | +$1.95M | ﹤0.01% | 3240 |
|
|
2018
Q2 | $376K | Buy |
+18,256
| New | +$376K | ﹤0.01% | 4538 |
|