Westbourne Investments’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	-27,030	Closed	-$1.41M	–	150
2025 Q1	$1.41M	Sell	27,030 -14,225	-34%	-$741K	0.85%	43
2024 Q4	$1.95M	Buy	+41,255	New	+$1.95M	1.15%	25