NewEdge 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 | $505K | Sell |
7,489
-1,099
| -13% | -$74.2K | ﹤0.01% | 1680 |
|
|
2025
Q1 | $615K | Buy |
8,588
+4
| +0% | +$286 | ﹤0.01% | 1469 |
|
|
2024
Q4 | $616K | Buy |
8,584
+249
| +3% | +$17.9K | ﹤0.01% | 1419 |
|
|
2024
Q3 | $621K | Buy |
8,335
+3,181
| +62% | +$237K | ﹤0.01% | 1343 |
|
|
2024
Q2 | $357K | Buy |
5,154
+28
| +0.5% | +$1.94K | ﹤0.01% | 1620 |
|
|
2024
Q1 | $324K | Buy |
5,126
+89
| +2% | +$5.62K | ﹤0.01% | 1604 |
|
|
2023
Q4 | $308K | Buy |
5,037
+69
| +1% | +$4.22K | ﹤0.01% | 1538 |
|
|
2023
Q3 | $292K | Sell |
4,968
-1,310
| -21% | -$76.9K | ﹤0.01% | 1444 |
|
|
2023
Q2 | $414K | Buy |
6,278
+1,143
| +22% | +$75.4K | ﹤0.01% | 1285 |
|
|
2023
Q1 | $320K | Sell |
5,135
-1,143
| -18% | -$71.3K | ﹤0.01% | 1348 |
|
|
2022
Q4 | $368K | Buy |
6,278
+1,271
| +25% | +$74.6K | 0.01% | 911 |
|
|
2022
Q3 | $336K | Buy |
5,007
+1,263
| +34% | +$84.8K | 0.01% | 1148 |
|
|
2022
Q2 | $270K | Buy |
+3,744
| New | +$270K | ﹤0.01% | 1257 |
|
|
2022
Q1 | – | Sell |
-8,362
| Closed | -$757K | – | 1294 |
|
|
2021
Q4 | $757K | Buy |
8,362
+3,557
| +74% | +$322K | 0.01% | 870 |
|
|
2021
Q3 | $389K | Buy |
+4,805
| New | +$389K | 0.01% | 817 |
|