IFP 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 | – | Sell |
-122
| Closed | -$8.73K | – | 2120 |
|
|
2025
Q1 | $8.73K | Buy |
122
+39
| +47% | +$2.79K | ﹤0.01% | 2626 |
|
|
2024
Q4 | $5.96K | Buy |
83
+7
| +9% | +$502 | ﹤0.01% | 2726 |
|
|
2024
Q3 | $5.66K | Hold |
76
| – | – | ﹤0.01% | 2627 |
|
|
2024
Q2 | $5.27K | Sell |
76
-7
| -8% | -$485 | ﹤0.01% | 2541 |
|
|
2024
Q1 | $5.23K | Sell |
83
-19
| -19% | -$1.2K | ﹤0.01% | 2440 |
|
|
2023
Q4 | $6.24K | Sell |
102
-144
| -59% | -$8.81K | ﹤0.01% | 2347 |
|
|
2023
Q3 | $14.4K | Hold |
246
| – | – | ﹤0.01% | 2104 |
|
|
2023
Q2 | $16.2K | Sell |
246
-26
| -10% | -$1.71K | ﹤0.01% | 2110 |
|
|
2023
Q1 | $15.3K | Sell |
272
-401
| -60% | -$22.5K | ﹤0.01% | 2124 |
|
|
2022
Q4 | $41K | Sell |
673
-103
| -13% | -$6.28K | ﹤0.01% | 2366 |
|
|
2022
Q3 | $47K | Buy |
776
+189
| +32% | +$11.4K | ﹤0.01% | 2410 |
|
|
2022
Q2 | $35K | Hold |
587
| – | – | ﹤0.01% | 2414 |
|
|
2022
Q1 | $35K | Buy |
587
+198
| +51% | +$11.8K | ﹤0.01% | 2414 |
|
|
2021
Q4 | $37K | Sell |
389
-489
| -56% | -$46.5K | ﹤0.01% | 1636 |
|
|
2021
Q3 | $71K | Sell |
878
-6,644
| -88% | -$537K | ﹤0.01% | 1398 |
|
|
2021
Q2 | $576K | Buy |
7,522
+527
| +8% | +$40.4K | 0.01% | 503 |
|
|
2021
Q1 | $502K | Sell |
6,995
-1,373
| -16% | -$98.5K | 0.01% | 518 |
|
|
2020
Q4 | $497K | Buy |
8,368
+726
| +10% | +$43.1K | 0.02% | 506 |
|
|
2020
Q3 | $393K | Buy |
7,642
+6,899
| +929% | +$355K | 0.02% | 494 |
|
|
2020
Q2 | $43K | Buy |
743
+30
| +4% | +$1.74K | ﹤0.01% | 1281 |
|
|
2020
Q1 | $42K | Sell |
713
-3,964
| -85% | -$234K | ﹤0.01% | 1201 |
|
|
2019
Q4 | $376K | Sell |
4,677
-167
| -3% | -$13.4K | 0.03% | 490 |
|
|
2019
Q3 | $417K | Buy |
+4,844
| New | +$417K | 0.03% | 535 |
|
|
2019
Q1 | $9K | Sell |
111
-5,232
| -98% | -$424K | ﹤0.01% | 1656 |
|
|
2018
Q4 | $354K | Sell |
5,343
-303
| -5% | -$20.1K | 0.02% | 651 |
|
|
2018
Q3 | $374K | Hold |
5,646
| – | – | 0.02% | 795 |
|
|
2018
Q2 | $360K | Buy |
5,646
+5,183
| +1,119% | +$330K | 0.02% | 798 |
|
|
2018
Q1 | $30K | Hold |
463
| – | – | ﹤0.01% | 2126 |
|
|
2017
Q4 | $30K | Sell |
463
-100
| -18% | -$6.48K | ﹤0.01% | 2121 |
|
|
2017
Q3 | $37K | Sell |
563
-16
| -3% | -$1.05K | ﹤0.01% | 2161 |
|
|
2017
Q2 | $38K | Sell |
579
-47
| -8% | -$3.09K | ﹤0.01% | 2133 |
|
|
2017
Q1 | $39K | Buy |
626
+90
| +17% | +$5.61K | ﹤0.01% | 2051 |
|
|
2016
Q4 | $34K | Sell |
536
-105
| -16% | -$6.66K | ﹤0.01% | 2087 |
|
|
2016
Q3 | $41K | Sell |
641
-55
| -8% | -$3.52K | ﹤0.01% | 1926 |
|
|
2016
Q2 | $48K | Buy |
696
+585
| +527% | +$40.3K | ﹤0.01% | 1776 |
|
|
2016
Q1 | $9K | Sell |
111
-376
| -77% | -$30.5K | ﹤0.01% | 1656 |
|
|
2015
Q4 | $40K | Buy |
+487
| New | +$40K | ﹤0.01% | 1735 |
|