Yousif Capital Management’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 | $6M | Sell |
106,893
-4,362
| -4% | -$245K | 0.06% | 276 |
|
|
2025
Q1 | $5.8M | Sell |
111,255
-4,128
| -4% | -$215K | 0.07% | 273 |
|
|
2024
Q4 | $5.44M | Sell |
115,383
-6,349
| -5% | -$299K | 0.06% | 292 |
|
|
2024
Q3 | $5.12M | Sell |
121,732
-11,154
| -8% | -$469K | 0.06% | 328 |
|
|
2024
Q2 | $5.43M | Sell |
132,886
-15,328
| -10% | -$626K | 0.06% | 306 |
|
|
2024
Q1 | $5.63M | Sell |
148,214
-5,100
| -3% | -$194K | 0.06% | 313 |
|
|
2023
Q4 | $5.11M | Buy |
153,314
+144,981
| +1,740% | +$4.83M | 0.06% | 321 |
|
|
2023
Q3 | $237K | Buy |
8,333
+320
| +4% | +$9.09K | ﹤0.01% | 1793 |
|
|
2023
Q2 | $218K | Sell |
8,013
-313
| -4% | -$8.5K | ﹤0.01% | 1824 |
|
|
2023
Q1 | $211K | Sell |
8,326
-560
| -6% | -$14.2K | ﹤0.01% | 1823 |
|
|
2022
Q4 | $255K | Buy |
8,886
+605
| +7% | +$17.4K | ﹤0.01% | 1766 |
|
|
2022
Q3 | $218K | Sell |
8,281
-1,410
| -15% | -$37.1K | ﹤0.01% | 1793 |
|
|
2022
Q2 | $253K | Sell |
9,691
-1,205
| -11% | -$31.5K | ﹤0.01% | 1779 |
|
|
2022
Q1 | $337K | Buy |
10,896
+640
| +6% | +$19.8K | ﹤0.01% | 1766 |
|
|
2021
Q4 | $336K | Buy |
+10,256
| New | +$336K | ﹤0.01% | 1788 |
|