Wilbanks Smith & Thomas Asset Management’s Equitable Holdings EQH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$996K	Sell	26,197 -1,813	-6%	-$68.9K	0.03%	235
2023 Q4	$933K	Sell	28,010 -33,613	-55%	-$1.12M	0.03%	236
2023 Q3	$1.75M	Sell	61,623 -9,000	-13%	-$256K	0.06%	173
2023 Q2	$1.92M	Buy	+70,623	New	+$1.92M	0.06%	173