A detailed history of Steward Partners Investment Advisory, LLC transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 873 shares of EQH stock, worth $41,345. This represents 0.0% of its overall portfolio holdings.

Number of Shares
873
Previous 873 -0.0%
Holding current value
$41,345
Previous $33,000 6.06%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$32.25 - $38.01 $1,967 - $2,318
61 Added 7.51%
873 $33,000
Q4 2023

Feb 12, 2024

BUY
$25.21 - $34.46 $10,588 - $14,473
420 Added 107.14%
812 $27,000
Q1 2023

May 15, 2023

SELL
$23.46 - $32.88 $1,313 - $1,841
-56 Reduced 12.5%
392 $9,000
Q3 2022

Nov 10, 2022

BUY
$21.69 - $31.01 $1,214 - $1,736
56 Added 14.29%
448 $12,000
Q2 2021

Aug 13, 2021

BUY
$29.43 - $35.11 $2,354 - $2,808
80 Added 25.64%
392 $12,000
Q1 2021

May 14, 2021

SELL
$24.72 - $32.62 $59,871 - $79,005
-2,422 Reduced 88.59%
312 $10,000
Q3 2020

Oct 30, 2020

BUY
$17.64 - $21.8 $6,562 - $8,109
372 Added 15.75%
2,734 $50,000
Q2 2020

Aug 06, 2020

BUY
$13.02 - $23.05 $8,267 - $14,636
635 Added 36.77%
2,362 $46,000
Q1 2020

Apr 29, 2020

BUY
$10.42 - $27.15 $17,995 - $46,888
1,727 New
1,727 $24,000

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 $17.8B
  • 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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.