Equitable Holdings shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Equitable Holdings
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Quarterly reported holdings in Equitable Holdings by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 34k | 50.78 |
| 2025-06-30 | $1.5M | 27k | 56.10 |
| 2025-03-31 | $1.1M | 20k | 52.09 |
| 2024-12-31 | $244k | 5.2k | 47.17 |
| 2024-09-30 | $49k | 1.2k | 42.03 |