EQH
Equitable Holdings
Screener candidate detail · 1 active archetype
Active
1
archetypes
History
34
rows
Days on list
19
oldest active
Screener Funnel
✓Fired
3 archetypes
✓S1 signal
reached primed
✓S2 deep set
conviction stamped
○Promoted
not promoted
Stages a name passes through: fired an archetype → reached an S1 signal (state ≥ partial) → entered the S2 deep-enrichment set (conviction stamped) → promoted to the watchlist. Each step is "ever reached" across this name's recorded history (capped at 60 rows — a very long-lived name's earliest episodes may fall outside this window).
Active Candidacies
N3 · Failed Breakoutprimedpersisting
score: 0.756confluence: 0days: 19as of 2026-09-04
Triggers:quality:passrecent_breakout_above:52w_highfailure_bar:-1.1%failure_vol:weak:0.87sustained_below
Dislocation:
Breakout Level
52w_high
Dist 52w High
-0.01
Sma Dist 20
0.04
Recent Push
Yes
Below Level
Yes
Failure Bar
Yes
Sustained Below
Yes
1-day return
-1.09%
Regime at flag: CAUTIOUS
Promote to Watchlist
Seeds the company layer immediately; full deep-data scaffold runs in the background.
Lifecycle Timeline
One strip per archetype, oldest → newest. Each cell is a trading day the screener recorded this name; color = lifecycle status. A ● marks a day the name was in the buy zone (ripeness confirmed/loaded); a left gap marks the start of a new candidacy episode.
N3 · Failed Breakoutshort fragilityactive
10 days
A2 · Oversold Sympathy
11 days
A5 · Mechanical Reversion
13 days
newpersistingdecayedexitedpromotedunknownripe day
Realized Episodes
Each completed candidacy graded as a "would-have" trade: entered when the archetype began flagging this name, exited when the screener dropped it. Return is direction-adjusted and market-adjusted (minus SPY, where available) — hindsight, not advice. Open episodes are marked-to-market and excluded from the tally.
Closed: 3/6 directionally right · mean +0.4% · small sample, illustrative not proof
A2 · Oversold Sympathylong recovery2026-08-18 → 2026-08-203 bars
-1.3%closed
N3 · Failed Breakoutshort fragility2026-08-17 → open19 bars
-4.0%open · MTM
N3 · Failed Breakoutshort fragility2026-07-31 → 2026-08-043 bars
+3.0%dropped
A2 · Oversold Sympathylong recovery2026-06-25 → 2026-06-262 bars
+0.4%closed
A5 · Mechanical Reversionlong recovery2026-06-15 → 2026-06-3011 bars
-0.6%closed
N3 · Failed Breakoutshort fragility2026-06-10 → 2026-06-123 bars
-2.3%closed
A2 · Oversold Sympathylong recovery2026-06-04 → 2026-06-083 bars
+2.8%closed
Lifecycle History(newest first, up to 60 rows)
| Date | Archetype | State | Score | Confluence | Status | Dislocation |
|---|---|---|---|---|---|---|
| 2026-09-04 | N3 · Failed Breakout | primed | 0.756 | 0 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.04 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-09-01 | A2 · Oversold Sympathy | primed | 0.387 | 1 | exited | 1-day return: -3.45% · 1-day return: -3.45% · Beta (60d): 0.62 · Sector return (1d): -0.51% · Sector return: -0.51% · Borrowed drop: -3.14% |
| 2026-08-31 | N3 · Failed Breakout | primed | 0.120 | 0 | persisting | Breakout Level: sma20 · Dist 52w High: -0.06 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-28 | N3 · Failed Breakout | primed | 0.032 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.06 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-27 | N3 · Failed Breakout | primed | 0.276 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.07 · Sma Dist 20: -0.02 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-25 | A2 · Oversold Sympathy | primed | 0.387 | 1 | decayed | 1-day return: -3.45% · 1-day return: -3.45% · Beta (60d): 0.62 · Sector return (1d): -0.51% · Sector return: -0.51% · Borrowed drop: -3.14% |
| 2026-08-18 | A2 · Oversold Sympathy | primed | 0.387 | 1 | persisting | 1-day return: -3.45% · 1-day return: -3.45% · Beta (60d): 0.62 · Sector return (1d): -0.51% · Sector return: -0.51% · Borrowed drop: -3.14% |
| 2026-08-17 | N3 · Failed Breakout | partial | 0.018 | 1 | new | Breakout Level: 52w_high · Dist 52w High: -0.00 · Sma Dist 20: 0.07 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-17 | A2 · Oversold Sympathy | primed | 0.388 | 1 | new | 1-day return: -3.76% · 1-day return: -3.76% · Beta (60d): 0.63 · Sector return (1d): -1.00% · Sector return: -1.00% · Borrowed drop: -3.13% |
| 2026-08-14 | N3 · Failed Breakout | primed | 0.513 | 1 | decayed | Breakout Level: sma20 · Dist 52w High: -0.10 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-31 | N3 · Failed Breakout | primed | 0.513 | 1 | new | Breakout Level: sma20 · Dist 52w High: -0.10 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-13 | A5 · Mechanical Reversion | primed | 0.817 | 1 | exited | 1-day return: 0.36% · 1-day return: 0.36% · Beta (60d): 0.91 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -2.92% |
| 2026-07-08 | N3 · Failed Breakout | primed | 0.136 | 1 | exited | Breakout Level: sma20 · Dist 52w High: -0.24 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-08 | A2 · Oversold Sympathy | primed | 0.678 | 2 | exited | 1-day return: -3.67% · 1-day return: -3.67% · Beta (60d): 0.99 · Sector return (1d): -0.30% · Sector return: -0.30% · Borrowed drop: -3.38% |
| 2026-07-06 | A5 · Mechanical Reversion | primed | 0.817 | 1 | decayed | 1-day return: 0.36% · 1-day return: 0.36% · Beta (60d): 0.91 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -2.92% |
| 2026-07-01 | A2 · Oversold Sympathy | primed | 0.678 | 2 | decayed | 1-day return: -3.67% · 1-day return: -3.67% · Beta (60d): 0.99 · Sector return (1d): -0.30% · Sector return: -0.30% · Borrowed drop: -3.38% |
| 2026-06-26 | A5 · Mechanical Reversion | primed | 0.817 | 1 | persisting | 1-day return: 0.36% · 1-day return: 0.36% · Beta (60d): 0.91 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -2.92% |
| 2026-06-24 | N3 · Failed Breakout | primed | 0.136 | 1 | decayed | Breakout Level: sma20 · Dist 52w High: -0.24 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-24 | A5 · Mechanical Reversion | primed | 0.678 | 2 | persisting | 1-day return: -3.67% · 1-day return: -3.67% · Beta (60d): 0.99 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.36% · Beta Residual Pct: -4.03% |
| 2026-06-24 | A2 · Oversold Sympathy | primed | 0.678 | 2 | new | 1-day return: -3.67% · 1-day return: -3.67% · Beta (60d): 0.99 · Sector return (1d): -0.30% · Sector return: -0.30% · Borrowed drop: -3.38% |
| 2026-06-22 | A5 · Mechanical Reversion | partial | 0.136 | 1 | persisting | 1-day return: -0.69% · 1-day return: -0.69% · Beta (60d): 1.16 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.33% · Beta Residual Pct: -0.31% |
| 2026-06-21 | A5 · Mechanical Reversion | partial | 0.204 | 1 | persisting | 1-day return: -0.46% · 1-day return: -0.46% · Beta (60d): 1.16 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.46% |
| 2026-06-20 | A5 · Mechanical Reversion | partial | 0.203 | 1 | persisting | 1-day return: -0.46% · 1-day return: -0.46% · Beta (60d): 1.16 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.46% |
| 2026-06-19 | A5 · Mechanical Reversion | partial | 0.202 | 1 | persisting | 1-day return: -0.46% · 1-day return: -0.46% · Beta (60d): 1.16 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.46% |
| 2026-06-18 | A5 · Mechanical Reversion | partial | 0.200 | 1 | persisting | 1-day return: -0.46% · 1-day return: -0.46% · Beta (60d): 1.18 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-18 | A2 · Oversold Sympathy | primed | 0.126 | 1 | exited | 1-day return: -4.27% · 1-day return: -4.27% · Beta (60d): 1.57 · Sector return (1d): -1.15% · Sector return: -1.15% · Borrowed drop: -2.46% |
| 2026-06-17 | A5 · Mechanical Reversion | partial | 0.243 | 1 | persisting | 1-day return: 0.46% · 1-day return: 0.46% · Beta (60d): 1.20 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-16 | A5 · Mechanical Reversion | partial | 0.101 | 1 | persisting | 1-day return: 0.20% · 1-day return: 0.20% · Beta (60d): 1.26 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-15 | A5 · Mechanical Reversion | partial | 0.845 | 1 | persisting | 1-day return: 2.65% · 1-day return: 2.65% · Beta (60d): 1.21 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-14 | A5 · Mechanical Reversion | partial | 0.428 | 1 | persisting | 1-day return: 0.94% · 1-day return: 0.94% · Beta (60d): 1.21 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-11 | A2 · Oversold Sympathy | primed | 0.126 | 1 | decayed | 1-day return: -4.27% · 1-day return: -4.27% · Beta (60d): 1.57 · Sector return (1d): -1.15% · Sector return: -1.15% · Borrowed drop: -2.46% |
| 2026-06-10 | N3 · Failed Breakout | primed | 0.136 | 1 | new | Breakout Level: sma20 · Dist 52w High: -0.24 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-04 | A2 · Oversold Sympathy | primed | 0.126 | 1 | persisting | 1-day return: -4.27% · 1-day return: -4.27% · Beta (60d): 1.57 · Sector return (1d): -1.15% · Sector return: -1.15% · Borrowed drop: -2.46% |
| 2026-06-03 | A2 · Oversold Sympathy | primed | 0.120 | 1 | persisting | 1-day return: -4.27% · 1-day return: -4.27% · Beta (60d): 1.57 · Sector return (1d): -1.15% · Sector return: -1.15% · Borrowed drop: -2.46% |