Y-Intercept (HK)’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,243
| Closed | -$813K | – | 1307 |
|
|
2024
Q4 | $813K | Sell |
17,243
-17,387
| -50% | -$820K | 0.05% | 516 |
|
|
2024
Q3 | $1.46M | Sell |
34,630
-44,207
| -56% | -$1.86M | 0.09% | 298 |
|
|
2024
Q2 | $3.22M | Sell |
78,837
-22,400
| -22% | -$915K | 0.18% | 123 |
|
|
2024
Q1 | $3.85M | Buy |
+101,237
| New | +$3.85M | 0.29% | 59 |
|
|
2023
Q1 | – | Sell |
-22,165
| Closed | -$636K | – | 1267 |
|
|
2022
Q4 | $636K | Sell |
22,165
-19,226
| -46% | -$552K | 0.09% | 340 |
|
|
2022
Q3 | $1.09M | Buy |
+41,391
| New | +$1.09M | 0.11% | 284 |
|
|
2022
Q2 | – | Sell |
-11,773
| Closed | -$364K | – | 938 |
|
|
2022
Q1 | $364K | Buy |
+11,773
| New | +$364K | 0.08% | 388 |
|
|
2021
Q3 | – | Sell |
-6,768
| Closed | -$206K | – | 719 |
|
|
2021
Q2 | $206K | Buy |
+6,768
| New | +$206K | 0.05% | 524 |
|
|
2021
Q1 | – | Sell |
-16,689
| Closed | -$421K | – | 665 |
|
|
2020
Q4 | $421K | Buy |
+16,689
| New | +$421K | 0.18% | 200 |
|