Allworth Financial’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.5K | Sell |
674
-255
| -27% | -$17.2K | ﹤0.01% | 1991 |
|
|
2025
Q1 | $64.4K | Buy |
929
+302
| +48% | +$20.9K | ﹤0.01% | 1431 |
|
|
2024
Q4 | $42.9K | Buy |
627
+123
| +24% | +$8.42K | ﹤0.01% | 1649 |
|
|
2024
Q3 | $37.5K | Sell |
504
-35
| -6% | -$2.61K | ﹤0.01% | 1535 |
|
|
2024
Q2 | $37.8K | Sell |
539
-16
| -3% | -$1.12K | ﹤0.01% | 1509 |
|
|
2024
Q1 | $35K | Buy |
555
+67
| +14% | +$4.23K | ﹤0.01% | 1463 |
|
|
2023
Q4 | $29.9K | Buy |
488
+267
| +121% | +$16.3K | ﹤0.01% | 1413 |
|
|
2023
Q3 | $13K | Sell |
221
-179
| -45% | -$10.5K | ﹤0.01% | 1745 |
|
|
2023
Q2 | $26.4K | Buy |
400
+275
| +220% | +$18.1K | ﹤0.01% | 1379 |
|
|
2023
Q1 | $7.5K | Buy |
125
+69
| +123% | +$4.14K | ﹤0.01% | 1886 |
|
|
2022
Q4 | $3.3K | Sell |
56
-25
| -31% | -$1.48K | ﹤0.01% | 2055 |
|
|
2022
Q3 | $5K | Sell |
81
-405
| -83% | -$25K | ﹤0.01% | 1872 |
|
|
2022
Q2 | $35K | Buy |
486
+158
| +48% | +$11.4K | ﹤0.01% | 1021 |
|
|
2022
Q1 | $29K | Buy |
328
+6
| +2% | +$530 | ﹤0.01% | 1089 |
|
|
2021
Q4 | $29K | Buy |
+322
| New | +$29K | ﹤0.01% | 986 |
|
|
2021
Q2 | – | Sell |
-3
| Closed | – | – | 1585 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1524 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1371 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1198 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1232 |
|
|
2020
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1256 |
|
|
2017
Q2 | – | Hold |
0
| – | -$2K | – | 759 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 640 |
|