Dakota Wealth Management’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
$286K Sell
4,207
-759
-15% -$51.6K 0.01% 629
2025
Q1
$358K Sell
4,966
-1,644
-25% -$118K 0.01% 573
2024
Q4
$474K Sell
6,610
-49,503
-88% -$3.55M 0.01% 516
2024
Q3
$4.18M Buy
56,113
+9,333
+20% +$695K 0.09% 188
2024
Q2
$3.24M Buy
46,780
+5,860
+14% +$406K 0.08% 211
2024
Q1
$2.59M Buy
40,920
+13,848
+51% +$875K 0.06% 231
2023
Q4
$1.66M Buy
27,072
+7,421
+38% +$455K 0.06% 242
2023
Q3
$1.15M Buy
+19,651
New +$1.15M 0.05% 268