Clearstead 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 | $20.5K | Sell |
304
-64
| -17% | -$4.32K | ﹤0.01% | 1613 |
|
|
2025
Q1 | $26.3K | Buy |
368
+10
| +3% | +$716 | ﹤0.01% | 1338 |
|
|
2024
Q4 | $25.7K | Sell |
358
-95
| -21% | -$6.82K | ﹤0.01% | 1313 |
|
|
2024
Q3 | $33.7K | Buy |
453
+11
| +2% | +$819 | ﹤0.01% | 1290 |
|
|
2024
Q2 | $30.6K | Buy |
442
+351
| +386% | +$24.3K | ﹤0.01% | 1275 |
|
|
2024
Q1 | $6.08K | Sell |
91
-71
| -44% | -$4.74K | ﹤0.01% | 1147 |
|
|
2023
Q4 | $9.91K | Sell |
162
-1,151
| -88% | -$70.4K | ﹤0.01% | 1059 |
|
|
2023
Q3 | $77.1K | Buy |
1,313
+1,015
| +341% | +$59.6K | ﹤0.01% | 796 |
|
|
2023
Q2 | $19.7K | Sell |
298
-57
| -16% | -$3.76K | ﹤0.01% | 901 |
|
|
2023
Q1 | $21.3K | Buy |
355
+98
| +38% | +$5.88K | ﹤0.01% | 843 |
|
|
2022
Q4 | $15.2K | Buy |
257
+197
| +328% | +$11.6K | ﹤0.01% | 844 |
|
|
2022
Q3 | $4K | Sell |
60
-642
| -91% | -$42.8K | ﹤0.01% | 992 |
|
|
2022
Q2 | $51K | Hold |
702
| – | – | ﹤0.01% | 613 |
|
|
2022
Q1 | $63K | Hold |
702
| – | – | ﹤0.01% | 640 |
|
|
2021
Q4 | $64K | Sell |
702
-84
| -11% | -$7.66K | ﹤0.01% | 611 |
|
|
2021
Q3 | $64K | Buy |
786
+84
| +12% | +$6.84K | ﹤0.01% | 567 |
|
|
2021
Q2 | $54K | Hold |
702
| – | – | ﹤0.01% | 543 |
|
|
2021
Q1 | $50K | Hold |
702
| – | – | ﹤0.01% | 542 |
|
|
2020
Q4 | $42K | Hold |
702
| – | – | ﹤0.01% | 532 |
|
|
2020
Q3 | $36K | Hold |
702
| – | – | ﹤0.01% | 508 |
|
|
2020
Q2 | $41K | Hold |
702
| – | – | ﹤0.01% | 453 |
|
|
2020
Q1 | $43K | Buy |
+702
| New | +$43K | 0.01% | 423 |
|