Ritholtz Wealth Management’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 | $856K | Sell |
12,690
-160
| -1% | -$10.8K | 0.02% | 490 |
|
|
2025
Q1 | $920K | Sell |
12,850
-88
| -0.7% | -$6.3K | 0.03% | 420 |
|
|
2024
Q4 | $928K | Buy |
12,938
+33
| +0.3% | +$2.37K | 0.03% | 382 |
|
|
2024
Q3 | $961K | Buy |
12,905
+316
| +3% | +$23.5K | 0.03% | 378 |
|
|
2024
Q2 | $873K | Buy |
+12,589
| New | +$873K | 0.03% | 377 |
|
|
2023
Q4 | – | Sell |
-4,614
| Closed | -$271K | – | 769 |
|
|
2023
Q3 | $271K | Buy |
4,614
+4
| +0.1% | +$235 | 0.01% | 568 |
|
|
2023
Q2 | $304K | Buy |
+4,610
| New | +$304K | 0.01% | 538 |
|