Zurich Cantonal Bank’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.7M | Sell |
532,052
-83,437
| -14% | -$3.57M | 0.04% | 350 |
|
|
2025
Q4 | $29.3M | Buy |
615,489
+24,848
| +4% | +$1.18M | 0.1% | 245 |
|
|
2025
Q3 | $30M | Sell |
590,641
-68,594
| -10% | -$3.63M | 0.07% | 235 |
|
|
2025
Q2 | $37M | Buy |
659,235
+106,362
| +19% | +$5.47M | 0.09% | 198 |
|
|
2025
Q1 | $28.8M | Buy |
552,873
+121,813
| +28% | +$6.38M | 0.08% | 212 |
|
|
2024
Q4 | $20.3M | Sell |
431,060
-197,055
| -31% | -$9.1M | 0.06% | 292 |
|
|
2024
Q3 | $26.4M | Buy |
628,115
+65,701
| +12% | +$2.7M | 0.08% | 227 |
|
|
2024
Q2 | $23M | Sell |
562,414
-50,870
| -8% | -$1.99M | 0.07% | 234 |
|
|
2024
Q1 | $23.3M | Buy |
613,284
+33,404
| +6% | +$1.14M | 0.08% | 225 |
|
|
2023
Q4 | $19.3M | Buy |
579,880
+240,659
| +71% | +$7.05M | 0.07% | 240 |
|
|
2023
Q3 | $9.63M | Buy |
339,221
+163,155
| +93% | +$4.61M | 0.04% | 347 |
|
|
2023
Q2 | $4.78M | Sell |
176,066
-224,174
| -56% | -$5.67M | 0.02% | 519 |
|
|
2023
Q1 | $10.2M | Buy |
400,240
+29,604
| +8% | +$874K | 0.05% | 334 |
|
|
2022
Q4 | $10.6M | Sell |
370,636
-132,232
| -26% | -$3.91M | 0.06% | 309 |
|
|
2022
Q3 | $13.3M | Buy |
502,868
+28,106
| +6% | +$799K | 0.08% | 236 |
|
|
2022
Q2 | $12.4M | Sell |
474,762
-956
| -0.2% | -$27.7K | 0.07% | 264 |
|
|
2022
Q1 | $14.7M | Sell |
475,718
-8,605
| -2% | -$284K | 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% | -$958K | 0.07% | 274 |
|
|
2021
Q2 | $13.5M | Buy |
441,874
+136,660
| +45% | +$4.46M | 0.07% | 245 |
|
|
2021
Q1 | $9.96M | Sell |
305,214
-38,883
| -11% | -$1.12M | 0.06% | 307 |
|
|
2020
Q4 | $8.8M | Sell |
344,097
-78,958
| -19% | -$1.85M | 0.05% | 334 |
|
|
2020
Q3 | $7.72M | Sell |
423,055
-8,414
| -2% | -$169K | 0.05% | 321 |
|
|
2020
Q2 | $8.32M | Sell |
431,469
-200,055
| -32% | -$3.57M | 0.07% | 253 |
|
|
2020
Q1 | $9.13M | Buy |
631,524
+14,969
| +2% | +$327K | 0.09% | 241 |
|
|
2019
Q4 | $15.3M | Buy |
616,555
+393,688
| +177% | +$9.12M | 0.12% | 190 |
|
|
2019
Q3 | $4.94M | Buy |
222,867
+105,719
| +90% | +$2.27M | 0.04% | 419 |
|
|
2019
Q2 | $2.45M | Buy |
117,148
+71,794
| +158% | +$1.54M | 0.02% | 598 |
|
|
2019
Q1 | $913K | Hold |
45,354
| – | – | 0.01% | 800 |
|
|
2018
Q4 | $754K | Buy |
+45,354
| New | +$885K | 0.01% | 805 |
|
Other funds holding EQH
VPM
VCM
