Arkadios Wealth Advisors’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 | $674K | Buy |
9,979
+807
| +9% | +$54.5K | 0.02% | 721 |
|
|
2025
Q1 | $657K | Buy |
9,172
+1,169
| +15% | +$83.7K | 0.02% | 604 |
|
|
2024
Q4 | $574K | Sell |
8,003
-340
| -4% | -$24.4K | 0.03% | 496 |
|
|
2024
Q3 | $621K | Sell |
8,343
-810
| -9% | -$60.3K | 0.04% | 465 |
|
|
2024
Q2 | $635K | Sell |
9,153
-10
| -0.1% | -$693 | 0.04% | 404 |
|
|
2024
Q1 | $578K | Sell |
9,163
-263
| -3% | -$16.6K | 0.04% | 355 |
|
|
2023
Q4 | $577K | Buy |
9,426
+4,909
| +109% | +$300K | 0.05% | 332 |
|
|
2023
Q3 | $265K | Buy |
4,517
+719
| +19% | +$42.2K | 0.03% | 532 |
|
|
2023
Q2 | $251K | Sell |
3,798
-1,355
| -26% | -$89.4K | 0.03% | 500 |
|
|
2023
Q1 | $309K | Buy |
5,153
+32
| +0.6% | +$1.92K | 0.04% | 427 |
|
|
2022
Q4 | $302K | Sell |
5,121
-492
| -9% | -$29K | 0.04% | 402 |
|
|
2022
Q3 | $377K | Sell |
5,613
-776
| -12% | -$52.1K | 0.06% | 327 |
|
|
2022
Q2 | $461K | Sell |
6,389
-318
| -5% | -$22.9K | 0.07% | 298 |
|
|
2022
Q1 | $603K | Sell |
6,707
-1,796
| -21% | -$161K | 0.08% | 268 |
|
|
2021
Q4 | $769K | Sell |
8,503
-1,486
| -15% | -$134K | 0.1% | 227 |
|
|
2021
Q3 | $808K | Buy |
9,989
+56
| +0.6% | +$4.53K | 0.12% | 198 |
|
|
2021
Q2 | $764K | Buy |
9,933
+7,943
| +399% | +$611K | 0.09% | 251 |
|
|
2021
Q1 | $142K | Buy |
1,990
+339
| +21% | +$24.2K | 0.02% | 470 |
|
|
2020
Q4 | $97K | Sell |
1,651
-7,616
| -82% | -$447K | 0.02% | 446 |
|
|
2020
Q3 | $481K | Buy |
9,267
+1,670
| +22% | +$86.6K | 0.24% | 96 |
|
|
2020
Q2 | $433K | Buy |
7,597
+7,519
| +9,640% | +$429K | 0.24% | 99 |
|
|
2020
Q1 | $4.81K | Buy |
+78
| New | +$4.81K | ﹤0.01% | 792 |
|