Greenleaf Trust’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 | $240K | Sell |
3,561
-297
| -8% | -$20K | ﹤0.01% | 709 |
|
|
2025
Q1 | $276K | Buy |
3,858
+162
| +4% | +$11.6K | ﹤0.01% | 671 |
|
|
2024
Q4 | $265K | Buy |
3,696
+256
| +7% | +$18.4K | ﹤0.01% | 699 |
|
|
2024
Q3 | $256K | Buy |
3,440
+80
| +2% | +$5.96K | ﹤0.01% | 719 |
|
|
2024
Q2 | $233K | Buy |
+3,360
| New | +$233K | ﹤0.01% | 707 |
|
|
2023
Q4 | – | Sell |
-3,806
| Closed | -$223K | – | 763 |
|
|
2023
Q3 | $223K | Sell |
3,806
-484
| -11% | -$28.4K | ﹤0.01% | 677 |
|
|
2023
Q2 | $283K | Sell |
4,290
-587
| -12% | -$38.7K | ﹤0.01% | 611 |
|
|
2023
Q1 | $293K | Buy |
+4,877
| New | +$293K | ﹤0.01% | 610 |
|
|
2022
Q4 | – | Sell |
-3,421
| Closed | -$230K | – | 752 |
|
|
2022
Q3 | $230K | Sell |
3,421
-68
| -2% | -$4.57K | ﹤0.01% | 624 |
|
|
2022
Q2 | $252K | Sell |
3,489
-246
| -7% | -$17.8K | ﹤0.01% | 605 |
|
|
2022
Q1 | $336K | Buy |
3,735
+50
| +1% | +$4.5K | ﹤0.01% | 556 |
|
|
2021
Q4 | $333K | Buy |
3,685
+306
| +9% | +$27.7K | ﹤0.01% | 571 |
|
|
2021
Q3 | $273K | Buy |
3,379
+17
| +0.5% | +$1.37K | ﹤0.01% | 605 |
|
|
2021
Q2 | $259K | Buy |
3,362
+344
| +11% | +$26.5K | ﹤0.01% | 627 |
|
|
2021
Q1 | $216K | Buy |
+3,018
| New | +$216K | ﹤0.01% | 668 |
|
|
2020
Q2 | – | Sell |
-3,441
| Closed | -$212K | – | 567 |
|
|
2020
Q1 | $212K | Sell |
3,441
-435
| -11% | -$26.8K | ﹤0.01% | 418 |
|
|
2019
Q4 | $314K | Buy |
3,876
+612
| +19% | +$49.6K | ﹤0.01% | 397 |
|
|
2019
Q3 | $282K | Buy |
3,264
+20
| +0.6% | +$1.73K | ﹤0.01% | 427 |
|
|
2019
Q2 | $246K | Buy |
3,244
+161
| +5% | +$12.2K | ﹤0.01% | 455 |
|
|
2019
Q1 | $232K | Buy |
+3,083
| New | +$232K | ﹤0.01% | 457 |
|
|
2018
Q1 | – | Sell |
-255
| Closed | -$16K | – | 577 |
|
|
2017
Q4 | $16K | Sell |
255
-49
| -16% | -$3.08K | ﹤0.01% | 624 |
|
|
2017
Q3 | $20K | Buy |
+304
| New | +$20K | ﹤0.01% | 576 |
|