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 |
|