Kestra Advisory Services’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 | $427K | Sell |
6,322
-210
| -3% | -$14.2K | ﹤0.01% | 2073 |
|
|
2025
Q1 | $468K | Buy |
6,532
+33
| +0.5% | +$2.36K | ﹤0.01% | 1856 |
|
|
2024
Q4 | $466K | Buy |
+6,499
| New | +$466K | ﹤0.01% | 1916 |
|
|
2024
Q3 | – | Sell |
-5,740
| Closed | -$398K | – | 2596 |
|
|
2024
Q2 | $398K | Buy |
5,740
+373
| +7% | +$25.9K | ﹤0.01% | 1923 |
|
|
2024
Q1 | $342K | Buy |
+5,367
| New | +$342K | ﹤0.01% | 1911 |
|