CAPTRUST Financial 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 | $1.72M | Buy |
25,480
+1,032
| +4% | +$69.6K | ﹤0.01% | 1051 |
|
|
2025
Q1 | $1.75M | Buy |
24,448
+525
| +2% | +$37.6K | ﹤0.01% | 964 |
|
|
2024
Q4 | $1.72M | Sell |
23,923
-1,103
| -4% | -$79.2K | ﹤0.01% | 948 |
|
|
2024
Q3 | $1.86M | Sell |
25,026
-2,775
| -10% | -$207K | 0.01% | 880 |
|
|
2024
Q2 | $1.93M | Buy |
27,801
+1,700
| +7% | +$118K | 0.01% | 837 |
|
|
2024
Q1 | $1.65M | Sell |
26,101
-3,621
| -12% | -$229K | 0.01% | 882 |
|
|
2023
Q4 | $1.82M | Sell |
29,722
-1,225
| -4% | -$74.9K | 0.01% | 949 |
|
|
2023
Q3 | $1.82M | Buy |
30,947
+1,902
| +7% | +$112K | 0.01% | 899 |
|
|
2023
Q2 | $1.92M | Buy |
29,045
+5,917
| +26% | +$390K | 0.01% | 846 |
|
|
2023
Q1 | $1.39M | Buy |
23,128
+1,074
| +5% | +$64.4K | 0.01% | 879 |
|
|
2022
Q4 | $1.3M | Buy |
22,054
+625
| +3% | +$36.9K | 0.01% | 860 |
|
|
2022
Q3 | $1.44M | Buy |
+21,429
| New | +$1.44M | 0.01% | 781 |
|