Capital Advisors Ltd’s Equity Residential EQR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2	Closed	–	–	1412
2025 Q3	$0	Hold	2	–	–	﹤0.01%	1412
2025 Q2	$0	Sell	2 -12	-86%	-$825	﹤0.01%	1415
2025 Q1	$1K	Sell	14 -2	-13%	-$141	﹤0.01%	1167
2024 Q4	$1K	Hold	16	–	–	﹤0.01%	1190
2024 Q3	$1K	Hold	16	–	–	﹤0.01%	1186
2024 Q2	$1K	Buy	16 +6	+60%	+$390	﹤0.01%	1172
2024 Q1	$1K	Buy	10 +8	+400%	+$487	﹤0.01%	1172
2023 Q4	$0	Sell	2 -3	-60%	-$174	﹤0.01%	1341
2023 Q3	$0	Sell	5 -50	-91%	-$3.23K	﹤0.01%	1332
2023 Q2	$4K	Sell	55 -32	-37%	-$2K	﹤0.01%	878
2023 Q1	$5K	Buy	87 +71	+444%	+$4.36K	﹤0.01%	676
2022 Q4	$1K	Sell	16 -40	-71%	-$2.5K	﹤0.01%	984
2022 Q3	$4K	Buy	+56	New	+$4.14K	﹤0.01%	673
2022 Q2	–	Sell	-8	Closed	-$1K	–	1080
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	706
2021 Q4	$1K	Buy	+8	New	+$688	﹤0.01%	657