Lee Financial CO Equitable Holdings, Inc. Transaction History

Lee Financial CO

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$25.21 - $34.46 $3,554 - $4,858	-141 Reduced 30.45%	322 $10,000
Q2 2023 Aug 08, 2023	BUY	$22.82 - $27.16 $2,008 - $2,390	88 Added 23.47%	463 $12,000
Q1 2023 May 15, 2023	BUY	$23.46 - $32.88 $8,797 - $12,330	375 New	375 $9,000
Q2 2022 Aug 10, 2022	BUY	$25.56 - $32.3 $3,859 - $4,877	151 New	151 $4,000
Q1 2022 May 11, 2022	SELL	$28.52 - $36.3 $855 - $1,089	-30 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$29.95 - $35.43 $898 - $1,062	30 New	30 $1,000

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...

Get notified when there are updates to the investment portfolio of Lee Financial CO, based on Form 13F filings with the SEC.

Stay updated on Lee Financial CO with notifications on news.