Creative Planning’s Equinox Gold EQX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Sell |
34,451
-2,685
| -7% | -$15.4K | ﹤0.01% | 3215 |
|
|
2025
Q1 | $255K | Buy |
37,136
+3,087
| +9% | +$21.2K | ﹤0.01% | 2877 |
|
|
2024
Q4 | $171K | Sell |
34,049
-185
| -0.5% | -$929 | ﹤0.01% | 3011 |
|
|
2024
Q3 | $208K | Sell |
34,234
-432
| -1% | -$2.63K | ﹤0.01% | 2800 |
|
|
2024
Q2 | $181K | Sell |
34,666
-2,496
| -7% | -$13.1K | ﹤0.01% | 2689 |
|
|
2024
Q1 | $224K | Buy |
37,162
+1,090
| +3% | +$6.56K | ﹤0.01% | 2486 |
|
|
2023
Q4 | $176K | Sell |
36,072
-618
| -2% | -$3.02K | ﹤0.01% | 2459 |
|
|
2023
Q3 | $155K | Buy |
36,690
+106
| +0.3% | +$448 | ﹤0.01% | 2303 |
|
|
2023
Q2 | $168K | Buy |
36,584
+1,697
| +5% | +$7.77K | ﹤0.01% | 2247 |
|
|
2023
Q1 | $180K | Sell |
34,887
-66
| -0.2% | -$340 | ﹤0.01% | 2149 |
|
|
2022
Q4 | $115K | Buy |
34,953
+3,999
| +13% | +$13.1K | ﹤0.01% | 2115 |
|
|
2022
Q3 | $113K | Sell |
30,954
-7,391
| -19% | -$27K | ﹤0.01% | 1991 |
|
|
2022
Q2 | $170K | Buy |
38,345
+5,500
| +17% | +$24.4K | ﹤0.01% | 1894 |
|
|
2022
Q1 | $272K | Buy |
32,845
+1,000
| +3% | +$8.28K | ﹤0.01% | 1694 |
|
|
2021
Q4 | $215K | Buy |
31,845
+442
| +1% | +$2.98K | ﹤0.01% | 1828 |
|
|
2021
Q3 | $207K | Sell |
31,403
-1,000
| -3% | -$6.59K | ﹤0.01% | 1838 |
|
|
2021
Q2 | $225K | Sell |
32,403
-6,274
| -16% | -$43.6K | ﹤0.01% | 1733 |
|
|
2021
Q1 | $309K | Sell |
38,677
-74
| -0.2% | -$591 | ﹤0.01% | 1757 |
|
|
2020
Q4 | $401K | Sell |
38,751
-654
| -2% | -$6.77K | ﹤0.01% | 1420 |
|
|
2020
Q3 | $461K | Buy |
39,405
+858
| +2% | +$10K | ﹤0.01% | 1160 |
|
|
2020
Q2 | $432K | Buy |
38,547
+3,488
| +10% | +$39.1K | ﹤0.01% | 1097 |
|
|
2020
Q1 | $232K | Buy |
+35,059
| New | +$232K | ﹤0.01% | 1299 |
|