Disciplined Investments, LLC Equitable Holdings, Inc. Transaction History

Disciplined Investments, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	SELL	$22.82 - $27.16 $821 - $977	-36 Reduced 43.37%	47 $1,000
Q1 2023 May 10, 2023	BUY	$23.46 - $32.88 $375 - $526	16 Added 23.88%	83 $2,000
Q4 2022 Feb 01, 2023	SELL	$27.24 - $31.97 $81 - $95	-3 Reduced 4.29%	67 $1,000
Q3 2022 Nov 03, 2022	SELL	$21.69 - $31.01 $195 - $279	-9 Reduced 11.39%	70 $2,000
Q2 2022 Aug 09, 2022	BUY	$25.56 - $32.3 $281 - $355	11 Added 16.18%	79 $2,000
Q1 2022 Apr 22, 2022	BUY	$28.52 - $36.3 $1,939 - $2,468	68 New	68 $2,000

528

274M

111K

195K

Ticker EQH
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 375,623,008
Market Cap $17.8B
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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