Concourse Financial Group Securities’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-6
| Closed | -$410 | – | 2470 |
|
2024
Q4 | $410 | Hold |
6
| – | – | ﹤0.01% | 2160 |
|
2024
Q3 | $450 | Sell |
6
-57
| -90% | -$4.28K | ﹤0.01% | 2150 |
|
2024
Q2 | $4.37K | Sell |
63
-26
| -29% | -$1.8K | ﹤0.01% | 1891 |
|
2024
Q1 | $5.68K | Hold |
89
| – | – | ﹤0.01% | 1851 |
|
2023
Q4 | $5.5K | Sell |
89
-66
| -43% | -$4.08K | ﹤0.01% | 1818 |
|
2023
Q3 | $9.2K | Sell |
155
-125
| -45% | -$7.42K | ﹤0.01% | 1669 |
|
2023
Q2 | $18.7K | Sell |
280
-398
| -59% | -$26.5K | ﹤0.01% | 1462 |
|
2023
Q1 | $41.1K | Sell |
678
-1,989
| -75% | -$121K | ﹤0.01% | 1176 |
|
2022
Q4 | $159K | Buy |
2,667
+215
| +9% | +$12.8K | 0.01% | 674 |
|
2022
Q3 | $166K | Buy |
2,452
+191
| +8% | +$12.9K | 0.02% | 582 |
|
2022
Q2 | $165K | Buy |
2,261
+336
| +17% | +$24.5K | 0.01% | 640 |
|
2022
Q1 | $174K | Buy |
1,925
+1,041
| +118% | +$94.1K | 0.01% | 677 |
|
2021
Q4 | $81K | Sell |
884
-2
| -0.2% | -$183 | ﹤0.01% | 1086 |
|
2021
Q3 | $72K | Buy |
886
+225
| +34% | +$18.3K | ﹤0.01% | 1151 |
|
2021
Q2 | $51K | Buy |
+661
| New | +$51K | ﹤0.01% | 1297 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 3546 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 3468 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 3311 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 3216 |
|
2020
Q1 | – | Sell |
-20
| Closed | -$2K | – | 3246 |
|
2019
Q4 | $2K | Sell |
20
-7
| -26% | -$700 | ﹤0.01% | 1879 |
|
2019
Q3 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1531 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 3232 |
|
2019
Q1 | – | Sell |
-81
| Closed | -$5K | – | 3215 |
|
2018
Q4 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 1646 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 2680 |
|