LPL Financial’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
$4.29M Buy
63,504
+1,525
+2% +$103K ﹤0.01% 2430
2025
Q1
$4.44M Buy
61,979
+1,080
+2% +$77.3K ﹤0.01% 2245
2024
Q4
$4.37M Buy
60,899
+3,392
+6% +$243K ﹤0.01% 2185
2024
Q3
$4.28M Buy
57,507
+978
+2% +$72.8K ﹤0.01% 2108
2024
Q2
$3.92M Buy
56,529
+2,751
+5% +$191K ﹤0.01% 2043
2024
Q1
$3.39M Sell
53,778
-6,532
-11% -$412K ﹤0.01% 2076
2023
Q4
$3.69M Sell
60,310
-1,613
-3% -$98.7K ﹤0.01% 1888
2023
Q3
$3.64M Sell
61,923
-1,669
-3% -$98K ﹤0.01% 1795
2023
Q2
$4.2M Buy
63,592
+2,859
+5% +$189K ﹤0.01% 1675
2023
Q1
$3.64M Buy
60,733
+694
+1% +$41.6K ﹤0.01% 1705
2022
Q4
$3.54M Buy
60,039
+1,906
+3% +$112K ﹤0.01% 1665
2022
Q3
$3.91M Buy
58,133
+10,206
+21% +$686K ﹤0.01% 1546
2022
Q2
$3.46M Buy
47,927
+2,480
+5% +$179K ﹤0.01% 1629
2022
Q1
$4.09M Buy
45,447
+1,742
+4% +$157K ﹤0.01% 1562
2021
Q4
$3.96M Sell
43,705
-52
-0.1% -$4.71K ﹤0.01% 1609
2021
Q3
$3.54M Buy
43,757
+2,350
+6% +$190K ﹤0.01% 1623
2021
Q2
$3.19M Buy
41,407
+2,817
+7% +$217K ﹤0.01% 1644
2021
Q1
$2.76M Buy
38,590
+6,699
+21% +$480K ﹤0.01% 1614
2020
Q4
$1.89M Buy
31,891
+22,438
+237% +$1.33M ﹤0.01% 1704
2020
Q3
$485K Sell
9,453
-23,579
-71% -$1.21M ﹤0.01% 2479
2020
Q2
$1.94M Buy
33,032
+751
+2% +$44.2K ﹤0.01% 1360
2020
Q1
$1.99M Sell
32,281
-3,810
-11% -$235K ﹤0.01% 1195
2019
Q4
$2.92M Sell
36,091
-2,064
-5% -$167K 0.01% 1109
2019
Q3
$3.29M Buy
38,155
+2,823
+8% +$243K 0.01% 971
2019
Q2
$2.68M Buy
35,332
+6,334
+22% +$481K 0.01% 1084
2019
Q1
$2.18M Buy
28,998
+3,203
+12% +$241K 0.01% 1146
2018
Q4
$1.7M Buy
25,795
+7,039
+38% +$465K ﹤0.01% 1155
2018
Q3
$1.24M Buy
18,756
+228
+1% +$15.1K ﹤0.01% 1515
2018
Q2
$1.18M Sell
18,528
-34
-0.2% -$2.17K ﹤0.01% 1500
2018
Q1
$1.14M Buy
18,562
+7,928
+75% +$489K ﹤0.01% 1496
2017
Q4
$678K Buy
10,634
+293
+3% +$18.7K ﹤0.01% 1787
2017
Q3
$682K Buy
10,341
+1,948
+23% +$128K ﹤0.01% 1696
2017
Q2
$553K Buy
8,393
+1,455
+21% +$95.9K ﹤0.01% 1804
2017
Q1
$431K Buy
+6,938
New +$431K ﹤0.01% 1927
2016
Q2
Sell
-13,922
Closed -$1.03M 2721
2016
Q1
$1.03M Buy
13,922
+3,524
+34% +$261K ﹤0.01% 1650
2015
Q4
$848K Buy
10,398
+5,240
+102% +$427K ﹤0.01% 1805
2015
Q3
$394K Sell
5,158
-363
-7% -$27.7K ﹤0.01% 1994
2015
Q2
$402K Sell
5,521
-8,517
-61% -$620K ﹤0.01% 2077
2015
Q1
$1.09M Buy
14,038
+199
+1% +$15.4K 0.01% 1293
2014
Q4
$994K Buy
13,839
+7,782
+128% +$559K 0.01% 1309
2014
Q3
$376K Sell
6,057
-304
-5% -$18.9K ﹤0.01% 2000
2014
Q2
$401K Sell
6,361
-312
-5% -$19.7K ﹤0.01% 1973
2014
Q1
$387K Buy
6,673
+1,893
+40% +$110K ﹤0.01% 1958
2013
Q4
$248K Sell
4,780
-301
-6% -$15.6K ﹤0.01% 2270
2013
Q3
$272K Buy
5,081
+65
+1% +$3.48K ﹤0.01% 2084
2013
Q2
$291K Buy
+5,016
New +$291K ﹤0.01% 1924