Charles Schwab’s Equity Bancshares EQBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.18M Buy
127,053
+2,592
+2% +$106K ﹤0.01% 2325
2025
Q1
$4.9M Buy
124,461
+11,448
+10% +$451K ﹤0.01% 2279
2024
Q4
$4.79M Buy
113,013
+721
+0.6% +$30.6K ﹤0.01% 2354
2024
Q3
$4.59M Buy
112,292
+71,547
+176% +$2.92M ﹤0.01% 2417
2024
Q2
$1.43M Buy
40,745
+1,413
+4% +$49.7K ﹤0.01% 2803
2024
Q1
$1.35M Sell
39,332
-924
-2% -$31.8K ﹤0.01% 2705
2023
Q4
$1.36M Hold
40,256
﹤0.01% 2732
2023
Q3
$969K Sell
40,256
-86
-0.2% -$2.07K ﹤0.01% 2810
2023
Q2
$919K Sell
40,342
-620
-2% -$14.1K ﹤0.01% 2801
2023
Q1
$998K Buy
40,962
+588
+1% +$14.3K ﹤0.01% 2730
2022
Q4
$1.32M Buy
40,374
+570
+1% +$18.6K ﹤0.01% 2689
2022
Q3
$1.18M Sell
39,804
-304
-0.8% -$9.01K ﹤0.01% 2733
2022
Q2
$1.17M Buy
40,108
+3,550
+10% +$104K ﹤0.01% 2737
2022
Q1
$1.18M Buy
36,558
+1,870
+5% +$60.5K ﹤0.01% 2787
2021
Q4
$1.18M Buy
34,688
+912
+3% +$30.9K ﹤0.01% 2849
2021
Q3
$1.13M Sell
33,776
-60,979
-64% -$2.04M ﹤0.01% 2830
2021
Q2
$2.89M Sell
94,755
-2,874
-3% -$87.7K ﹤0.01% 2597
2021
Q1
$2.68M Buy
97,629
+3,095
+3% +$84.8K ﹤0.01% 2575
2020
Q4
$2.04M Sell
94,534
-1,386
-1% -$29.9K ﹤0.01% 2585
2020
Q3
$1.49M Buy
95,920
+2,364
+3% +$36.6K ﹤0.01% 2584
2020
Q2
$1.63M Buy
93,556
+3,206
+4% +$55.9K ﹤0.01% 2484
2020
Q1
$1.56M Buy
90,350
+1,163
+1% +$20.1K ﹤0.01% 2363
2019
Q4
$2.75M Buy
89,187
+986
+1% +$30.4K ﹤0.01% 2312
2019
Q3
$2.37M Buy
88,201
+1,704
+2% +$45.7K ﹤0.01% 2332
2019
Q2
$2.31M Buy
86,497
+6,181
+8% +$165K ﹤0.01% 2321
2019
Q1
$2.31M Buy
80,316
+4,209
+6% +$121K ﹤0.01% 2315
2018
Q4
$2.68M Sell
76,107
-73
-0.1% -$2.57K ﹤0.01% 2210
2018
Q3
$2.99M Buy
76,180
+45,892
+152% +$1.8M ﹤0.01% 2282
2018
Q2
$1.26M Buy
30,288
+8,516
+39% +$353K ﹤0.01% 2509
2018
Q1
$853K Hold
21,772
﹤0.01% 2564
2017
Q4
$771K Buy
21,772
+3,272
+18% +$116K ﹤0.01% 2597
2017
Q3
$659K Hold
18,500
﹤0.01% 2640
2017
Q2
$567K Buy
18,500
+7,500
+68% +$230K ﹤0.01% 2640
2017
Q1
$350K Buy
+11,000
New +$350K ﹤0.01% 2772