Financial Gravity Asset Management’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 Q4	–	Hold	0	–	-$15	–	818
2025 Q3	–	Hold	0	–	–	–	940
2024 Q2	–	Sell	-275	Closed	-$17.4K	–	1768
2024 Q1	$17.4K	Sell	275 -270	-50%	-$16.4K	﹤0.01%	574
2023 Q4	$30.5K	Buy	545 +87	+19%	+$5.03K	﹤0.01%	636
2023 Q3	$25K	Buy	458 +392	+594%	+$25.3K	﹤0.01%	532
2023 Q2	$14.1K	Buy	66 +6	+10%	+$375	0.04%	206
2023 Q1	$6.06K	Buy	+60	New	+$3.68K	0.19%	121
2020 Q1	–	Hold	0	–	-$81K	–	1193
2019 Q4	–	Sell	-3	Closed	-$255	–	416
2019 Q3	$0	Sell	3 -64	-96%	-$5.24K	﹤0.01%	1318
2019 Q2	$5K	Sell	67 -162	-71%	-$12.4K	﹤0.01%	683
2019 Q1	$17K	Buy	+229	New	+$16.5K	0.01%	465
2018 Q3	$8K	Sell	117 -9	-7%	-$595	0.01%	619
2018 Q2	$8K	Sell	126 -1,105	-90%	-$68.9K	0.01%	612
2018 Q1	$76K	Buy	+1,231	New	+$73.1K	0.08%	229