New Edge Advisors, LLC Equitable Holdings, Inc. Transaction History

New Edge Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$32.25 - $38.01 $64 - $76	2 Added 0.62%	327 $12,000
Q4 2023 Feb 13, 2024	BUY	$25.21 - $34.46 $327 - $447	13 Added 4.17%	325 $10,000
Q3 2023 Nov 14, 2023	BUY	$26.86 - $29.19 $80 - $87	3 Added 0.97%	312 $8,000
Q2 2023 Aug 14, 2023	SELL	$22.82 - $27.16 $2,669 - $3,177	-117 Reduced 27.46%	309 $8,000
Q1 2023 May 12, 2023	SELL	$23.46 - $32.88 $36,761 - $51,522	-1,567 Reduced 78.63%	426 $10,000
Q4 2022 Feb 14, 2023	BUY	$27.24 - $31.97 $54,289 - $63,716	1,993 New	1,993 $57,000

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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