A detailed history of Cape Investment Advisory, Inc. transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 700 shares of EQH stock, worth $32,305. This represents 0.01% of its overall portfolio holdings.

Number of Shares
700
Previous 1,108 36.82%
Holding current value
$32,305
Previous $42.1 Million 32.11%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Aug 14, 2024

SELL
$35.63 - $41.5 $14,537 - $16,932
-408 Reduced 36.82%
700 $28.6 Million
Q1 2024

Jun 21, 2024

BUY
$32.25 - $38.01 $225 - $266
7 Added 0.64%
1,108 $42.1 Million
Q4 2023

Feb 12, 2024

BUY
$25.21 - $34.46 $176 - $241
7 Added 0.64%
1,101 $36.7 Million
Q3 2023

Nov 06, 2023

BUY
$26.86 - $29.19 $214 - $233
8 Added 0.74%
1,094 $31.1 Million
Q2 2023

Oct 12, 2023

BUY
$22.82 - $27.16 $23,002 - $27,377
1,008 Added 1292.31%
1,086 $29.5 Million
Q1 2023

Oct 12, 2023

BUY
$23.46 - $32.88 $1,829 - $2,564
78 New
78 $1.98 Million

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 $17.3B
  • 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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