Creative Planning’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 | $4.25M | Buy |
104,179
+18,533
| +22% | +$756K | ﹤0.01% | 837 |
|
|
2025
Q1 | $3.37M | Buy |
85,646
+6,272
| +8% | +$247K | ﹤0.01% | 879 |
|
|
2024
Q4 | $3.37M | Sell |
79,374
-759
| -0.9% | -$32.2K | ﹤0.01% | 837 |
|
|
2024
Q3 | $3.28M | Buy |
80,133
+3,399
| +4% | +$139K | ﹤0.01% | 816 |
|
|
2024
Q2 | $2.7M | Sell |
76,734
-2,965
| -4% | -$104K | ﹤0.01% | 859 |
|
|
2024
Q1 | $2.74M | Buy |
79,699
+13,678
| +21% | +$470K | ﹤0.01% | 839 |
|
|
2023
Q4 | $2.24M | Buy |
66,021
+904
| +1% | +$30.6K | ﹤0.01% | 882 |
|
|
2023
Q3 | $1.57M | Buy |
65,117
+55,912
| +607% | +$1.35M | ﹤0.01% | 960 |
|
|
2023
Q2 | $210K | Buy |
+9,205
| New | +$210K | ﹤0.01% | 2170 |
|