Zurich Cantonal Bank’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
$37M Buy
659,235
+106,362
+19% +$5.97M 0.09% 198
2025
Q1
$28.8M Buy
552,873
+121,813
+28% +$6.35M 0.08% 212
2024
Q4
$20.3M Sell
431,060
-197,055
-31% -$9.3M 0.06% 292
2024
Q3
$26.4M Buy
628,115
+65,701
+12% +$2.76M 0.08% 227
2024
Q2
$23M Sell
562,414
-50,870
-8% -$2.08M 0.07% 234
2024
Q1
$23.3M Buy
613,284
+33,404
+6% +$1.27M 0.08% 225
2023
Q4
$19.3M Buy
579,880
+240,659
+71% +$8.01M 0.07% 240
2023
Q3
$9.63M Buy
339,221
+163,155
+93% +$4.63M 0.04% 347
2023
Q2
$4.78M Sell
176,066
-224,174
-56% -$6.09M 0.02% 519
2023
Q1
$10.2M Buy
400,240
+29,604
+8% +$752K 0.05% 334
2022
Q4
$10.6M Sell
370,636
-132,232
-26% -$3.8M 0.06% 309
2022
Q3
$13.3M Buy
502,868
+28,106
+6% +$741K 0.08% 236
2022
Q2
$12.4M Sell
474,762
-956
-0.2% -$24.9K 0.07% 264
2022
Q1
$14.7M Sell
475,718
-8,605
-2% -$266K 0.07% 253
2021
Q4
$15.9M Buy
484,323
+74,087
+18% +$2.43M 0.08% 242
2021
Q3
$12.2M Sell
410,236
-31,638
-7% -$938K 0.07% 274
2021
Q2
$13.5M Buy
441,874
+136,660
+45% +$4.16M 0.07% 245
2021
Q1
$9.96M Sell
305,214
-38,883
-11% -$1.27M 0.06% 307
2020
Q4
$8.81M Sell
344,097
-78,958
-19% -$2.02M 0.05% 334
2020
Q3
$7.72M Sell
423,055
-8,414
-2% -$153K 0.05% 321
2020
Q2
$8.32M Sell
431,469
-200,055
-32% -$3.86M 0.07% 253
2020
Q1
$9.13M Buy
631,524
+14,969
+2% +$216K 0.09% 241
2019
Q4
$15.3M Buy
616,555
+393,688
+177% +$9.76M 0.12% 190
2019
Q3
$4.94M Buy
222,867
+105,719
+90% +$2.34M 0.04% 419
2019
Q2
$2.45M Buy
117,148
+71,794
+158% +$1.5M 0.02% 598
2019
Q1
$913K Hold
45,354
0.01% 800
2018
Q4
$754K Buy
+45,354
New +$754K 0.01% 805