M Holdings Securities, Inc. Equitable Holdings, Inc. Transaction History

M Holdings Securities, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$25.21 - $34.46 $383,847 - $524,687	-15,226 Closed	0 $0
Q3 2023 Feb 14, 2024	BUY	$26.86 - $29.19 $408,970 - $444,446	15,226 New	15,226 $432,000
Q1 2023 May 15, 2023	SELL	$23.46 - $32.88 $1,008 - $1,413	-43 Reduced 0.21%	20,426 $519,000
Q4 2022 Feb 10, 2023	SELL	$27.24 - $31.97 $10,896 - $12,788	-400 Reduced 1.92%	20,469 $587,000
Q3 2022 Nov 16, 2022	BUY	$21.69 - $31.01 $5,422 - $7,752	250 Added 1.21%	20,869 $550,000
Q2 2022 Aug 16, 2022	BUY	$25.56 - $32.3 $21,726 - $27,454	850 Added 4.3%	20,619 $538,000
Q1 2022 May 24, 2022	BUY	$28.52 - $36.3 $39,928 - $50,819	1,400 Added 7.62%	19,769 $611,000
Q2 2021 Aug 19, 2021	BUY	$29.43 - $35.11 $540,599 - $644,935	18,369 New	18,369 $559,000

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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