Clifford Swan Investment Counsel’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 | $360K | Hold |
5,334
| – | – | 0.01% | 249 |
|
|
2025
Q1 | $382K | Hold |
5,334
| – | – | 0.01% | 238 |
|
|
2024
Q4 | $383K | Hold |
5,334
| – | – | 0.01% | 242 |
|
|
2024
Q3 | $397K | Sell |
5,334
-1,075
| -17% | -$80K | 0.01% | 247 |
|
|
2024
Q2 | $444K | Hold |
6,409
| – | – | 0.02% | 223 |
|
|
2024
Q1 | $404K | Hold |
6,409
| – | – | 0.02% | 239 |
|
|
2023
Q4 | $392K | Sell |
6,409
-300
| -4% | -$18.3K | 0.02% | 234 |
|
|
2023
Q3 | $394K | Hold |
6,709
| – | – | 0.02% | 228 |
|
|
2023
Q2 | $443K | Hold |
6,709
| – | – | 0.02% | 221 |
|
|
2023
Q1 | $403K | Hold |
6,709
| – | – | 0.02% | 230 |
|
|
2022
Q4 | $396K | Sell |
6,709
-28
| -0.4% | -$1.65K | 0.02% | 228 |
|
|
2022
Q3 | $453K | Hold |
6,737
| – | – | 0.02% | 217 |
|
|
2022
Q2 | $487K | Buy |
6,737
+139
| +2% | +$10K | 0.02% | 219 |
|
|
2022
Q1 | $593K | Hold |
6,598
| – | – | 0.02% | 218 |
|
|
2021
Q4 | $597K | Buy |
6,598
+48
| +0.7% | +$4.34K | 0.02% | 221 |
|
|
2021
Q3 | $558K | Hold |
6,550
| – | – | 0.02% | 228 |
|
|
2021
Q2 | $550K | Hold |
6,550
| – | – | 0.02% | 218 |
|
|
2021
Q1 | $469K | Hold |
6,550
| – | – | 0.02% | 225 |
|
|
2020
Q4 | $388K | Hold |
6,550
| – | – | 0.02% | 243 |
|
|
2020
Q3 | $336K | Hold |
6,550
| – | – | 0.02% | 250 |
|
|
2020
Q2 | $385K | Buy |
6,550
+100
| +2% | +$5.88K | 0.02% | 230 |
|
|
2020
Q1 | $398K | Hold |
6,450
| – | – | 0.02% | 216 |
|
|
2019
Q4 | $522K | Hold |
6,450
| – | – | 0.03% | 214 |
|
|
2019
Q3 | $556K | Hold |
6,450
| – | – | 0.03% | 197 |
|
|
2019
Q2 | $490K | Hold |
6,450
| – | – | 0.03% | 208 |
|
|
2019
Q1 | $486K | Hold |
6,450
| – | – | 0.03% | 210 |
|
|
2018
Q4 | $426K | Sell |
6,450
-200
| -3% | -$13.2K | 0.03% | 213 |
|
|
2018
Q3 | $441K | Hold |
6,650
| – | – | 0.02% | 214 |
|
|
2018
Q2 | $424K | Hold |
6,650
| – | – | 0.02% | 222 |
|
|
2018
Q1 | $410K | Sell |
6,650
-447
| -6% | -$27.6K | 0.02% | 223 |
|
|
2017
Q4 | $453K | Sell |
7,097
-200
| -3% | -$12.8K | 0.02% | 219 |
|
|
2017
Q3 | $481K | Sell |
7,297
-803
| -10% | -$52.9K | 0.03% | 210 |
|
|
2017
Q2 | $533K | Hold |
8,100
| – | – | 0.03% | 211 |
|
|
2017
Q1 | $504K | Hold |
8,100
| – | – | 0.03% | 203 |
|
|
2016
Q4 | $521K | Sell |
8,100
-100
| -1% | -$6.43K | 0.03% | 193 |
|
|
2016
Q3 | $528K | Sell |
8,200
-434
| -5% | -$27.9K | 0.04% | 189 |
|
|
2016
Q2 | $595K | Sell |
8,634
-265
| -3% | -$18.3K | 0.04% | 175 |
|
|
2016
Q1 | $668K | Sell |
8,899
-210
| -2% | -$15.8K | 0.05% | 169 |
|
|
2015
Q4 | $743K | Hold |
9,109
| – | – | 0.05% | 169 |
|
|
2015
Q3 | $684K | Hold |
9,109
| – | – | 0.05% | 165 |
|
|
2015
Q2 | $639K | Hold |
9,109
| – | – | 0.04% | 173 |
|
|
2015
Q1 | $709K | Hold |
9,109
| – | – | 0.05% | 164 |
|
|
2014
Q4 | $654K | Sell |
9,109
-100
| -1% | -$7.18K | 0.04% | 168 |
|
|
2014
Q3 | $567K | Sell |
9,209
-100
| -1% | -$6.16K | 0.04% | 176 |
|
|
2014
Q2 | $586K | Buy |
9,309
+250
| +3% | +$15.7K | 0.04% | 177 |
|
|
2014
Q1 | $525K | Buy |
9,059
+84
| +0.9% | +$4.87K | 0.04% | 182 |
|
|
2013
Q4 | $466K | Hold |
8,975
| – | – | 0.03% | 173 |
|
|
2013
Q3 | $481K | Sell |
8,975
-300
| -3% | -$16.1K | 0.04% | 166 |
|
|
2013
Q2 | $539K | Buy |
+9,275
| New | +$539K | 0.05% | 149 |
|