Forvis Mazars Wealth Advisors’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 | $269K | Hold |
6,584
| – | – | 0.01% | 360 |
|
|
2025
Q1 | $259K | Hold |
6,584
| – | – | 0.01% | 355 |
|
|
2024
Q4 | $279K | Hold |
6,584
| – | – | 0.01% | 378 |
|
|
2024
Q3 | $269K | Sell |
6,584
-3,794
| -37% | -$155K | 0.01% | 398 |
|
|
2024
Q2 | $365K | Hold |
10,378
| – | – | 0.01% | 327 |
|
|
2024
Q1 | $357K | Hold |
10,378
| – | – | 0.01% | 327 |
|
|
2023
Q4 | $352K | Sell |
10,378
-1,300
| -11% | -$44.1K | 0.01% | 320 |
|
|
2023
Q3 | $281K | Hold |
11,678
| – | – | 0.01% | 340 |
|
|
2023
Q2 | $266K | Hold |
11,678
| – | – | 0.01% | 371 |
|
|
2023
Q1 | $285K | Hold |
11,678
| – | – | 0.01% | 344 |
|
|
2022
Q4 | $382K | Sell |
11,678
-616
| -5% | -$20.1K | 0.01% | 292 |
|
|
2022
Q3 | $364K | Hold |
12,294
| – | – | 0.01% | 292 |
|
|
2022
Q2 | $358K | Hold |
12,294
| – | – | 0.01% | 294 |
|
|
2022
Q1 | $397K | Hold |
12,294
| – | – | 0.02% | 210 |
|
|
2021
Q4 | $417K | Sell |
12,294
-5,997
| -33% | -$203K | 0.02% | 197 |
|
|
2021
Q3 | $611K | Hold |
18,291
| – | – | 0.03% | 161 |
|
|
2021
Q2 | $558K | Hold |
18,291
| – | – | 0.03% | 164 |
|
|
2021
Q1 | $501K | Buy |
+18,291
| New | +$501K | 0.02% | 172 |
|
|
2017
Q3 | – | Sell |
-58,744
| Closed | -$1.8M | – | 225 |
|
|
2017
Q2 | $1.8M | Buy |
+58,744
| New | +$1.8M | 0.2% | 74 |
|