Avantax Advisory Services’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 | $1.82M | Buy |
26,938
+889
| +3% | +$60K | 0.01% | 850 |
|
|
2025
Q1 | $1.86M | Buy |
26,049
+207
| +0.8% | +$14.8K | 0.01% | 773 |
|
|
2024
Q4 | $1.85M | Buy |
25,842
+349
| +1% | +$25K | 0.01% | 745 |
|
|
2024
Q3 | $1.9M | Buy |
25,493
+1,882
| +8% | +$140K | 0.01% | 723 |
|
|
2024
Q2 | $1.64M | Buy |
23,611
+14,968
| +173% | +$1.04M | 0.01% | 743 |
|
|
2024
Q1 | $545K | Buy |
8,643
+787
| +10% | +$49.7K | ﹤0.01% | 992 |
|
|
2023
Q4 | $480K | Buy |
7,856
+830
| +12% | +$50.8K | ﹤0.01% | 1005 |
|
|
2023
Q3 | $412K | Buy |
7,026
+455
| +7% | +$26.7K | ﹤0.01% | 1031 |
|
|
2023
Q2 | $434K | Buy |
6,571
+613
| +10% | +$40.4K | 0.01% | 1004 |
|
|
2023
Q1 | $357K | Buy |
5,958
+468
| +9% | +$28.1K | ﹤0.01% | 1059 |
|
|
2022
Q4 | $324K | Buy |
5,490
+1,985
| +57% | +$117K | ﹤0.01% | 1069 |
|
|
2022
Q3 | $236K | Buy |
3,505
+656
| +23% | +$44.2K | ﹤0.01% | 1126 |
|
|
2022
Q2 | $206K | Sell |
2,849
-350
| -11% | -$25.3K | ﹤0.01% | 1192 |
|
|
2022
Q1 | $284K | Buy |
3,199
+510
| +19% | +$45.3K | ﹤0.01% | 1029 |
|
|
2021
Q4 | $243K | Sell |
2,689
-10
| -0.4% | -$904 | ﹤0.01% | 1079 |
|
|
2021
Q3 | $215K | Sell |
2,699
-35
| -1% | -$2.79K | ﹤0.01% | 1075 |
|
|
2021
Q2 | $213K | Buy |
+2,734
| New | +$213K | ﹤0.01% | 1051 |
|