A detailed history of Kathmere Capital Management, LLC transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 7,699 shares of EQH stock, worth $311,193. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,699
Previous 6,685 15.17%
Holding current value
$311,193
Previous $254,000 23.62%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 01, 2024

BUY
$35.63 - $41.5 $36,128 - $42,081
1,014 Added 15.17%
7,699 $314,000
Q1 2024

Apr 16, 2024

SELL
$32.25 - $38.01 $32,701 - $38,542
-1,014 Reduced 13.17%
6,685 $254,000
Q4 2023

Apr 16, 2024

SELL
$25.21 - $34.46 $33,201 - $45,383
-1,317 Reduced 14.61%
7,699 $256,000
Q3 2023

Oct 11, 2023

BUY
$26.86 - $29.19 $5,667 - $6,159
211 Added 2.4%
9,016 $255,000
Q2 2023

Jul 11, 2023

BUY
$22.82 - $27.16 $200,930 - $239,143
8,805 New
8,805 $239,000

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 $15.2B
  • 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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