Creative Planning
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Creative Planning’s Equity Bancshares EQBK Stock Holding History

Creative Planning’s Portfolio EQBK Stock Details EQBK Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.01M Sell
2025
Q2 		$4.25M Buy
2025
Q1 		$3.37M Buy
2024
Q4 		$3.37M Sell
2024
Q3 		$3.28M Buy
2024
Q2 		$2.7M Sell
2024
Q1 		$2.74M Buy
2023
Q4 		$2.24M Buy
2023
Q3 		$1.57M Buy
2023
Q2 		$210K Buy