Frank Rimerman Advisors’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 | $324K | Sell |
4,803
-871
| -15% | -$58.8K | 0.02% | 438 |
|
|
2025
Q1 | $406K | Buy |
5,674
+70
| +1% | +$5.01K | 0.03% | 353 |
|
|
2024
Q4 | $402K | Buy |
5,604
+218
| +4% | +$15.6K | 0.03% | 352 |
|
|
2024
Q3 | $401K | Buy |
5,386
+2
| +0% | +$149 | 0.03% | 369 |
|
|
2024
Q2 | $373K | Buy |
5,384
+1,366
| +34% | +$94.7K | 0.03% | 407 |
|
|
2024
Q1 | $254K | Hold |
4,018
| – | – | 0.05% | 100 |
|
|
2023
Q4 | $246K | Hold |
4,018
| – | – | 0.05% | 96 |
|
|
2023
Q3 | $236K | Hold |
4,018
| – | – | 0.06% | 91 |
|
|
2023
Q2 | $265K | Hold |
4,018
| – | – | 0.06% | 90 |
|
|
2023
Q1 | $241K | Hold |
4,018
| – | – | 0.07% | 93 |
|
|
2022
Q4 | $237K | Hold |
4,018
| – | – | 0.07% | 84 |
|
|
2022
Q3 | $270K | Hold |
4,018
| – | – | 0.1% | 70 |
|
|
2022
Q2 | $290K | Hold |
4,018
| – | – | 0.11% | 64 |
|
|
2022
Q1 | $361K | Hold |
4,018
| – | – | 0.12% | 95 |
|
|
2021
Q4 | $364K | Hold |
4,018
| – | – | 0.12% | 88 |
|
|
2021
Q3 | $325K | Sell |
4,018
-24
| -0.6% | -$1.94K | 0.13% | 82 |
|
|
2021
Q2 | $311K | Hold |
4,042
| – | – | 0.12% | 66 |
|
|
2021
Q1 | $290K | Hold |
4,042
| – | – | 0.13% | 69 |
|
|
2020
Q4 | $240K | Buy |
+4,042
| New | +$240K | 0.11% | 82 |
|