Creative Planning’s Eagle Bancorp EGBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,014
| Closed | -$211K | – | 2882 |
|
|
2023
Q4 | $211K | Buy |
+7,014
| New | +$211K | ﹤0.01% | 2373 |
|
|
2020
Q1 | – | Sell |
-10,527
| Closed | -$512K | – | 1781 |
|
|
2019
Q4 | $512K | Hold |
10,527
| – | – | ﹤0.01% | 1089 |
|
|
2019
Q3 | $470K | Hold |
10,527
| – | – | ﹤0.01% | 1095 |
|
|
2019
Q2 | $570K | Sell |
10,527
-44
| -0.4% | -$2.38K | ﹤0.01% | 1004 |
|
|
2019
Q1 | $531K | Hold |
10,571
| – | – | ﹤0.01% | 990 |
|
|
2018
Q4 | $515K | Hold |
10,571
| – | – | ﹤0.01% | 951 |
|
|
2018
Q3 | $535K | Hold |
10,571
| – | – | ﹤0.01% | 1032 |
|
|
2018
Q2 | $648K | Sell |
10,571
-353
| -3% | -$21.6K | ﹤0.01% | 940 |
|
|
2018
Q1 | $654K | Sell |
10,924
-15
| -0.1% | -$898 | ﹤0.01% | 935 |
|
|
2017
Q4 | $633K | Sell |
10,939
-33,329
| -75% | -$1.93M | ﹤0.01% | 930 |
|
|
2017
Q3 | $2.97M | Sell |
44,268
-805
| -2% | -$54K | 0.01% | 350 |
|
|
2017
Q2 | $2.85M | Hold |
45,073
| – | – | 0.01% | 335 |
|
|
2017
Q1 | $2.69M | Buy |
45,073
+32,508
| +259% | +$1.94M | 0.01% | 340 |
|
|
2016
Q4 | $766K | Hold |
12,565
| – | – | ﹤0.01% | 730 |
|
|
2016
Q3 | $620K | Buy |
12,565
+100
| +0.8% | +$4.93K | ﹤0.01% | 782 |
|
|
2016
Q2 | $600K | Sell |
12,465
-1,500
| -11% | -$72.2K | ﹤0.01% | 699 |
|
|
2016
Q1 | $670K | Buy |
13,965
+2,500
| +22% | +$120K | 0.01% | 633 |
|
|
2015
Q4 | $579K | Hold |
11,465
| – | – | ﹤0.01% | 691 |
|
|
2015
Q3 | $522K | Hold |
11,465
| – | – | ﹤0.01% | 723 |
|
|
2015
Q2 | $504K | Buy |
11,465
+4,555
| +66% | +$200K | ﹤0.01% | 658 |
|
|
2015
Q1 | $265K | Hold |
6,910
| – | – | ﹤0.01% | 1054 |
|
|
2014
Q4 | $245K | Buy |
6,910
+6,881
| +23,728% | +$244K | ﹤0.01% | 1015 |
|
|
2014
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 3698 |
|