Whittier Trust’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 | $12.9K | Sell |
230
-209
| -48% | -$11.7K | ﹤0.01% | 1192 |
|
|
2025
Q1 | $22.9K | Hold |
439
| – | – | ﹤0.01% | 1076 |
|
|
2024
Q4 | $20.7K | Hold |
439
| – | – | ﹤0.01% | 1095 |
|
|
2024
Q3 | $18.4K | Hold |
439
| – | – | ﹤0.01% | 1126 |
|
|
2024
Q2 | $17.9K | Buy |
439
+419
| +2,095% | +$17.1K | ﹤0.01% | 1113 |
|
|
2024
Q1 | $760 | Hold |
20
| – | – | ﹤0.01% | 1465 |
|
|
2023
Q4 | $665 | Sell |
20
-20
| -50% | -$665 | ﹤0.01% | 1461 |
|
|
2023
Q3 | $1.13K | Sell |
40
-414
| -91% | -$11.7K | ﹤0.01% | 1504 |
|
|
2023
Q2 | $12.3K | Hold |
454
| – | – | ﹤0.01% | 1230 |
|
|
2023
Q1 | $11.5K | Hold |
454
| – | – | ﹤0.01% | 1280 |
|
|
2022
Q4 | $13K | Sell |
454
-198
| -30% | -$5.68K | ﹤0.01% | 1241 |
|
|
2022
Q3 | $17K | Sell |
652
-36
| -5% | -$939 | ﹤0.01% | 1229 |
|
|
2022
Q2 | $18K | Buy |
688
+20
| +3% | +$523 | ﹤0.01% | 1192 |
|
|
2022
Q1 | $21K | Buy |
668
+198
| +42% | +$6.23K | ﹤0.01% | 1191 |
|
|
2021
Q4 | $15K | Hold |
470
| – | – | ﹤0.01% | 1242 |
|
|
2021
Q3 | $14K | Buy |
+470
| New | +$14K | ﹤0.01% | 1199 |
|