Sequoia Financial 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 | $305K | Buy |
4,522
+1,276
| +39% | +$86.1K | ﹤0.01% | 1243 |
|
|
2025
Q1 | $232K | Buy |
3,246
+191
| +6% | +$13.7K | ﹤0.01% | 1186 |
|
|
2024
Q4 | $219K | Buy |
3,055
+368
| +14% | +$26.4K | ﹤0.01% | 1172 |
|
|
2024
Q3 | $200K | Buy |
+2,687
| New | +$200K | ﹤0.01% | 1168 |
|
|
2024
Q1 | – | Sell |
-3,524
| Closed | -$216K | – | 1184 |
|
|
2023
Q4 | $216K | Buy |
+3,524
| New | +$216K | ﹤0.01% | 1079 |
|