Captrust Financial Advisors Equitable Holdings, Inc. Transaction History

Captrust Financial Advisors

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$25.21 - $34.46 $187,360 - $256,106	7,432 New	7,432 $247,000
Q2 2022 Aug 23, 2022	SELL	$25.56 - $32.3 $6,926 - $8,753	-271 Reduced 4.59%	5,634 $147,000
Q2 2022 Aug 16, 2022	BUY	$25.56 - $32.3 $1,252 - $1,582	49 Added 0.84%	5,905 $154,000
Q1 2022 May 16, 2022	BUY	$28.52 - $36.3 $38,644 - $49,186	1,355 Added 30.1%	5,856 $181,000
Q4 2021 Feb 14, 2022	BUY	$29.95 - $35.43 $15,873 - $18,777	530 Added 13.35%	4,501 $148,000
Q3 2021 Nov 16, 2021	BUY	$28.02 - $32.96 $5,211 - $6,130	186 Added 4.91%	3,971 $118,000
Q2 2021 Aug 16, 2021	BUY	$29.43 - $35.11 $2,001 - $2,387	68 Added 1.83%	3,785 $115,000
Q1 2021 May 17, 2021	BUY	$24.72 - $32.62 $91,884 - $121,248	3,717 New	3,717 $121,000

531

274M

111K

195K

Ticker EQH
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 375,623,008
Market Cap $17.5B
Description
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annu...

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