HM Payson & Co’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $135K | Hold |
1,890
| – | – | ﹤0.01% | 480 |
|
|
2024
Q4 | $136K | Sell |
1,890
-118
| -6% | -$8.47K | ﹤0.01% | 486 |
|
|
2024
Q3 | $150K | Sell |
2,008
-194
| -9% | -$14.4K | ﹤0.01% | 465 |
|
|
2024
Q2 | $153K | Hold |
2,202
| – | – | ﹤0.01% | 448 |
|
|
2024
Q1 | $139K | Buy |
2,202
+25
| +1% | +$1.58K | ﹤0.01% | 458 |
|
|
2023
Q4 | $133K | Hold |
2,177
| – | – | ﹤0.01% | 454 |
|
|
2023
Q3 | $128K | Hold |
2,177
| – | – | ﹤0.01% | 442 |
|
|
2023
Q2 | $144K | Hold |
2,177
| – | – | ﹤0.01% | 421 |
|
|
2023
Q1 | $131K | Sell |
2,177
-400
| -16% | -$24K | ﹤0.01% | 434 |
|
|
2022
Q4 | $152K | Hold |
2,577
| – | – | ﹤0.01% | 405 |
|
|
2022
Q3 | $173K | Sell |
2,577
-600
| -19% | -$40.3K | ﹤0.01% | 397 |
|
|
2022
Q2 | $229K | Sell |
3,177
-74
| -2% | -$5.33K | 0.01% | 352 |
|
|
2022
Q1 | $292K | Hold |
3,251
| – | – | 0.01% | 341 |
|
|
2021
Q4 | $294K | Sell |
3,251
-78
| -2% | -$7.05K | 0.01% | 353 |
|
|
2021
Q3 | $269K | Buy |
3,329
+74
| +2% | +$5.98K | 0.01% | 349 |
|
|
2021
Q2 | $251K | Buy |
3,255
+212
| +7% | +$16.3K | 0.01% | 369 |
|
|
2021
Q1 | $218K | Sell |
3,043
-83
| -3% | -$5.95K | 0.01% | 377 |
|
|
2020
Q4 | $185K | Buy |
3,126
+83
| +3% | +$4.91K | 0.01% | 394 |
|
|
2020
Q3 | $156K | Sell |
3,043
-1,000
| -25% | -$51.3K | ﹤0.01% | 395 |
|
|
2020
Q2 | $238K | Sell |
4,043
-81
| -2% | -$4.77K | 0.01% | 315 |
|
|
2020
Q1 | $254K | Sell |
4,124
-459
| -10% | -$28.3K | 0.01% | 286 |
|
|
2019
Q4 | $371K | Hold |
4,583
| – | – | 0.01% | 298 |
|
|
2019
Q3 | $395K | Hold |
4,583
| – | – | 0.01% | 288 |
|
|
2019
Q2 | $348K | Buy |
+4,583
| New | +$348K | 0.01% | 308 |
|
|
2018
Q4 | – | Sell |
-4,133
| Closed | -$274K | – | 211 |
|
|
2018
Q3 | $274K | Sell |
4,133
-1,000
| -19% | -$66.3K | 0.01% | 285 |
|
|
2018
Q2 | $327K | Sell |
5,133
-600
| -10% | -$38.2K | 0.01% | 265 |
|
|
2018
Q1 | $354K | Hold |
5,733
| – | – | 0.01% | 252 |
|
|
2017
Q4 | $366K | Buy |
5,733
+840
| +17% | +$53.6K | 0.01% | 266 |
|
|
2017
Q3 | $323K | Sell |
4,893
-1,000
| -17% | -$66K | 0.01% | 261 |
|
|
2017
Q2 | $388K | Hold |
5,893
| – | – | 0.02% | 254 |
|
|
2017
Q1 | $366K | Buy |
5,893
+300
| +5% | +$18.6K | 0.02% | 251 |
|
|
2016
Q4 | $360K | Hold |
5,593
| – | – | 0.02% | 248 |
|
|
2016
Q3 | $359K | Hold |
5,593
| – | – | 0.02% | 241 |
|
|
2016
Q2 | $385K | Sell |
5,593
-1,106
| -17% | -$76.1K | 0.02% | 230 |
|
|
2016
Q1 | $503K | Sell |
6,699
-250
| -4% | -$18.8K | 0.03% | 209 |
|
|
2015
Q4 | $567K | Sell |
6,949
-1,060
| -13% | -$86.5K | 0.03% | 206 |
|
|
2015
Q3 | $602K | Hold |
8,009
| – | – | 0.03% | 200 |
|
|
2015
Q2 | $562K | Sell |
8,009
-375
| -4% | -$26.3K | 0.03% | 211 |
|
|
2015
Q1 | $653K | Hold |
8,384
| – | – | 0.03% | 200 |
|
|
2014
Q4 | $602K | Hold |
8,384
| – | – | 0.03% | 214 |
|
|
2014
Q3 | $517K | Sell |
8,384
-500
| -6% | -$30.8K | 0.03% | 215 |
|
|
2014
Q2 | $560K | Buy |
8,884
+388
| +5% | +$24.5K | 0.03% | 213 |
|
|
2014
Q1 | $493K | Sell |
8,496
-100
| -1% | -$5.8K | 0.03% | 212 |
|
|
2013
Q4 | $446K | Sell |
8,596
-300
| -3% | -$15.6K | 0.02% | 217 |
|
|
2013
Q3 | $477K | Sell |
8,896
-250
| -3% | -$13.4K | 0.03% | 218 |
|
|
2013
Q2 | $531K | Buy |
+9,146
| New | +$531K | 0.03% | 201 |
|