Clifford Swan Investment Counsel’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
Q3 | $342K | Sell |
|
|||||
|
2025
Q2 | $360K | Hold |
|
|||||
|
2025
Q1 | $382K | Hold |
|
|||||
|
2024
Q4 | $383K | Hold |
|
|||||
|
2024
Q3 | $397K | Sell |
|
|||||
|
2024
Q2 | $444K | Hold |
|
|||||
|
2024
Q1 | $404K | Hold |
|
|||||
|
2023
Q4 | $392K | Sell |
|
|||||
|
2023
Q3 | $394K | Hold |
|
|||||
|
2023
Q2 | $443K | Hold |
|
|||||
|
2023
Q1 | $403K | Hold |
|
|||||
|
2022
Q4 | $396K | Sell |
|
|||||
|
2022
Q3 | $453K | Hold |
|
|||||
|
2022
Q2 | $487K | Buy |
|
|||||
|
2022
Q1 | $593K | Hold |
|
|||||
|
2021
Q4 | $597K | Buy |
|
|||||
|
2021
Q3 | $558K | Hold |
|
|||||
|
2021
Q2 | $550K | Hold |
|
|||||
|
2021
Q1 | $469K | Hold |
|
|||||
|
2020
Q4 | $388K | Hold |
|
|||||
|
2020
Q3 | $336K | Hold |
|
|||||
|
2020
Q2 | $385K | Buy |
|
|||||
|
2020
Q1 | $398K | Hold |
|
|||||
|
2019
Q4 | $522K | Hold |
|
|||||
|
2019
Q3 | $556K | Hold |
|
|||||
|
2019
Q2 | $490K | Hold |
|
|||||
|
2019
Q1 | $486K | Hold |
|
|||||
|
2018
Q4 | $426K | Sell |
|
|||||
|
2018
Q3 | $441K | Hold |
|
|||||
|
2018
Q2 | $424K | Hold |
|
|||||
|
2018
Q1 | $410K | Sell |
|
|||||
|
2017
Q4 | $453K | Sell |
|
|||||
|
2017
Q3 | $481K | Sell |
|
|||||
|
2017
Q2 | $533K | Hold |
|
|||||
|
2017
Q1 | $504K | Hold |
|
|||||
|
2016
Q4 | $521K | Sell |
|
|||||
|
2016
Q3 | $528K | Sell |
|
|||||
|
2016
Q2 | $595K | Sell |
|
|||||
|
2016
Q1 | $668K | Sell |
|
|||||
|
2015
Q4 | $743K | Hold |
|
|||||
|
2015
Q3 | $684K | Hold |
|
|||||
|
2015
Q2 | $639K | Hold |
|
|||||
|
2015
Q1 | $709K | Hold |
|
|||||
|
2014
Q4 | $654K | Sell |
|
|||||
|
2014
Q3 | $567K | Sell |
|
|||||
|
2014
Q2 | $586K | Buy |
|
|||||
|
2014
Q1 | $525K | Buy |
|
|||||
|
2013
Q4 | $466K | Hold |
|
|||||
|
2013
Q3 | $481K | Sell |
|
|||||
|
2013
Q2 | $539K | Buy |
|