Orion Portfolio Solutions’s Equity Residential EQR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.94M | Sell |
27,108
-1,900
| -7% | -$136K | 0.02% | 721 |
|
|
2024
Q4 | $2.08M | Sell |
29,008
-2,107
| -7% | -$151K | 0.02% | 676 |
|
|
2024
Q3 | $2.32M | Sell |
31,115
-1,932
| -6% | -$144K | 0.02% | 617 |
|
|
2024
Q2 | $2.29M | Sell |
33,047
-1,825
| -5% | -$127K | 0.02% | 590 |
|
|
2024
Q1 | $2.2M | Sell |
34,872
-1,145
| -3% | -$72.3K | 0.02% | 621 |
|
|
2023
Q4 | $2.22M | Buy |
36,017
+100
| +0.3% | +$6.17K | 0.03% | 577 |
|
|
2023
Q3 | $2.11M | Sell |
35,917
-1,712
| -5% | -$101K | 0.03% | 590 |
|
|
2023
Q2 | $2.48M | Sell |
37,629
-1,729
| -4% | -$114K | 0.03% | 553 |
|
|
2023
Q1 | $2.36M | Buy |
+39,358
| New | +$2.36M | 0.03% | 527 |
|
|
2020
Q3 | – | Sell |
-1,584
| Closed | -$93K | – | 903 |
|
|
2020
Q2 | $93K | Buy |
1,584
+218
| +16% | +$12.8K | 0.01% | 561 |
|
|
2020
Q1 | $84K | Buy |
1,366
+472
| +53% | +$29K | 0.01% | 474 |
|
|
2019
Q4 | $72K | Buy |
+894
| New | +$72K | 0.01% | 478 |
|