WhitTier Trust Company’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 | $30.8K | Buy |
549
+6
| +1% | +$337 | ﹤0.01% | 889 |
|
|
2025
Q1 | $28.3K | Buy |
543
+61
| +13% | +$3.18K | ﹤0.01% | 896 |
|
|
2024
Q4 | $22.7K | Buy |
482
+71
| +17% | +$3.35K | ﹤0.01% | 917 |
|
|
2024
Q3 | $17.3K | Buy |
411
+136
| +49% | +$5.71K | ﹤0.01% | 966 |
|
|
2024
Q2 | $11.2K | Buy |
+275
| New | +$11.2K | ﹤0.01% | 981 |
|
|
2024
Q1 | – | Sell |
-324
| Closed | -$10.8K | – | 1228 |
|
|
2023
Q4 | $10.8K | Sell |
324
-94
| -22% | -$3.13K | ﹤0.01% | 937 |
|
|
2023
Q3 | $11.9K | Sell |
418
-164
| -28% | -$4.65K | ﹤0.01% | 895 |
|
|
2023
Q2 | $15.8K | Buy |
582
+36
| +7% | +$977 | ﹤0.01% | 902 |
|
|
2023
Q1 | $13.9K | Hold |
546
| – | – | ﹤0.01% | 916 |
|
|
2022
Q4 | $15.7K | Hold |
546
| – | – | ﹤0.01% | 880 |
|
|
2022
Q3 | $14K | Hold |
546
| – | – | ﹤0.01% | 861 |
|
|
2022
Q2 | $14K | Sell |
546
-6
| -1% | -$154 | ﹤0.01% | 870 |
|
|
2022
Q1 | $17K | Hold |
552
| – | – | ﹤0.01% | 837 |
|
|
2021
Q4 | $18K | Buy |
552
+367
| +198% | +$12K | ﹤0.01% | 825 |
|
|
2021
Q3 | $5K | Buy |
+185
| New | +$5K | ﹤0.01% | 999 |
|