Steward Partners Investment Advisory’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 | $23.2K | Sell |
344
-287
| -45% | -$19.4K | ﹤0.01% | 2854 |
|
|
2025
Q1 | $45.2K | Buy |
631
+80
| +15% | +$5.73K | ﹤0.01% | 2436 |
|
|
2024
Q4 | $39.6K | Buy |
551
+288
| +110% | +$20.7K | ﹤0.01% | 2455 |
|
|
2024
Q3 | $19.5K | Sell |
263
-94
| -26% | -$6.99K | ﹤0.01% | 2669 |
|
|
2024
Q2 | $24.8K | Buy |
357
+80
| +29% | +$5.55K | ﹤0.01% | 2428 |
|
|
2024
Q1 | $17.5K | Buy |
277
+38
| +16% | +$2.4K | ﹤0.01% | 2578 |
|
|
2023
Q4 | $14.6K | Sell |
239
-111
| -32% | -$6.8K | ﹤0.01% | 2539 |
|
|
2023
Q3 | $20.5K | Hold |
350
| – | – | ﹤0.01% | 2293 |
|
|
2023
Q2 | $23.1K | Sell |
350
-106
| -23% | -$6.99K | ﹤0.01% | 2220 |
|
|
2023
Q1 | $27.4K | Sell |
456
-29
| -6% | -$1.74K | ﹤0.01% | 2116 |
|
|
2022
Q4 | $28.6K | Sell |
485
-30
| -6% | -$1.77K | ﹤0.01% | 2073 |
|
|
2022
Q3 | $35K | Sell |
515
-221
| -30% | -$15K | ﹤0.01% | 1953 |
|
|
2022
Q2 | $53K | Sell |
736
-328
| -31% | -$23.6K | ﹤0.01% | 1778 |
|
|
2022
Q1 | $96K | Sell |
1,064
-263
| -20% | -$23.7K | ﹤0.01% | 1629 |
|
|
2021
Q4 | $120K | Buy |
1,327
+517
| +64% | +$46.8K | ﹤0.01% | 1519 |
|
|
2021
Q3 | $66K | Buy |
810
+703
| +657% | +$57.3K | ﹤0.01% | 1739 |
|
|
2021
Q2 | $8K | Sell |
107
-951
| -90% | -$71.1K | ﹤0.01% | 6307 |
|
|
2021
Q1 | $75.8K | Buy |
1,058
+858
| +429% | +$61.5K | ﹤0.01% | 1772 |
|
|
2020
Q4 | $12K | Sell |
200
-626
| -76% | -$37.6K | ﹤0.01% | 2233 |
|
|
2020
Q3 | $42K | Sell |
826
-225
| -21% | -$11.4K | ﹤0.01% | 1573 |
|
|
2020
Q2 | $62K | Buy |
1,051
+206
| +24% | +$12.2K | ﹤0.01% | 1324 |
|
|
2020
Q1 | $52K | Buy |
845
+1
| +0.1% | +$62 | ﹤0.01% | 1240 |
|
|
2019
Q4 | $68K | Hold |
844
| – | – | ﹤0.01% | 1274 |
|
|
2019
Q3 | $72K | Hold |
844
| – | – | ﹤0.01% | 1209 |
|
|
2019
Q2 | $64K | Buy |
+844
| New | +$64K | ﹤0.01% | 1244 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$3K | – | 1158 |
|
|
2018
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 2273 |
|
|
2018
Q2 | $3K | Sell |
50
-33
| -40% | -$1.98K | ﹤0.01% | 2114 |
|
|
2018
Q1 | $5K | Buy |
+83
| New | +$5K | ﹤0.01% | 1778 |
|