A detailed history of Ever Source Wealth Advisors, LLC transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,622 shares of EQH stock, worth $124,938. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,622
Previous 2,615 0.27%
Holding current value
$124,938
Previous $106,000 3.77%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$37.05 - $43.61 $259 - $305
7 Added 0.27%
2,622 $110,000
Q2 2024

Aug 13, 2024

BUY
$35.63 - $41.5 $356 - $415
10 Added 0.38%
2,615 $106,000
Q1 2024

Jun 11, 2024

BUY
$32.25 - $38.01 $49,213 - $58,003
1,526 Added 141.43%
2,605 $99,000
Q4 2023

Feb 09, 2024

BUY
$25.21 - $34.46 $605 - $827
24 Added 2.27%
1,079 $35,000
Q3 2023

Nov 03, 2023

BUY
$26.86 - $29.19 $4,190 - $4,553
156 Added 17.35%
1,055 $29,000
Q2 2023

Aug 04, 2023

SELL
$22.82 - $27.16 $5,841 - $6,952
-256 Reduced 22.16%
899 $24,000
Q1 2023

May 11, 2023

SELL
$23.46 - $32.88 $17,970 - $25,186
-766 Reduced 39.88%
1,155 $29,000
Q4 2022

Feb 09, 2023

BUY
$27.24 - $31.97 $9,070 - $10,646
333 Added 20.97%
1,921 $55,000
Q3 2022

Nov 07, 2022

BUY
$21.69 - $31.01 $15,399 - $22,017
710 Added 80.87%
1,588 $43,000
Q2 2022

Aug 01, 2022

BUY
$25.56 - $32.3 $1,150 - $1,453
45 Added 5.4%
878 $23,000
Q4 2021

Feb 07, 2022

BUY
$29.95 - $35.43 $24,948 - $29,513
833 New
833 $27,000

Others Institutions Holding EQH

About Equitable Holdings, Inc.


  • Ticker EQH
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 375,623,008
  • Market Cap $17.9B
  • 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...
More about EQH
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