Successful Portfolios’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 | $216K | Sell |
3,196
-32
| -1% | -$2.16K | 0.13% | 158 |
|
|
2025
Q1 | $231K | Buy |
3,228
+15
| +0.5% | +$1.07K | 0.16% | 134 |
|
|
2024
Q4 | $231K | Sell |
3,213
-28
| -0.9% | -$2.01K | 0.15% | 133 |
|
|
2024
Q3 | $241K | Sell |
3,241
-74
| -2% | -$5.51K | 0.16% | 133 |
|
|
2024
Q2 | $230K | Sell |
3,315
-59
| -2% | -$4.09K | 0.16% | 132 |
|
|
2024
Q1 | $213K | Sell |
3,374
-206
| -6% | -$13K | 0.15% | 149 |
|
|
2023
Q4 | $219K | Sell |
3,580
-60
| -2% | -$3.67K | 0.16% | 139 |
|
|
2023
Q3 | $214K | Sell |
3,640
-7
| -0.2% | -$411 | 0.19% | 124 |
|
|
2023
Q2 | $241K | Sell |
3,647
-451
| -11% | -$29.8K | 0.21% | 112 |
|
|
2023
Q1 | $246K | Sell |
4,098
-975
| -19% | -$58.5K | 0.15% | 152 |
|
|
2022
Q4 | $299K | Buy |
5,073
+427
| +9% | +$25.2K | 0.2% | 136 |
|
|
2022
Q3 | $312K | Buy |
4,646
+16
| +0.3% | +$1.07K | 0.23% | 115 |
|
|
2022
Q2 | $334K | Sell |
4,630
-42
| -0.9% | -$3.03K | 0.22% | 116 |
|
|
2022
Q1 | $420K | Hold |
4,672
| – | – | 0.24% | 109 |
|
|
2021
Q4 | $423K | Hold |
4,672
| – | – | 0.23% | 111 |
|
|
2021
Q3 | $378K | Sell |
4,672
-130
| -3% | -$10.5K | 0.23% | 118 |
|
|
2021
Q2 | $370K | Sell |
4,802
-50
| -1% | -$3.85K | 0.22% | 115 |
|
|
2021
Q1 | $348K | Buy |
4,852
+40
| +0.8% | +$2.87K | 0.23% | 113 |
|
|
2020
Q4 | $285K | Buy |
4,812
+512
| +12% | +$30.3K | 0.2% | 131 |
|
|
2020
Q3 | $221K | Buy |
4,300
+746
| +21% | +$38.3K | 0.18% | 145 |
|
|
2020
Q2 | $209K | Buy |
3,554
+40
| +1% | +$2.35K | 0.18% | 146 |
|
|
2020
Q1 | $217K | Buy |
3,514
+262
| +8% | +$16.2K | 0.22% | 124 |
|
|
2019
Q4 | $263K | Sell |
3,252
-98
| -3% | -$7.93K | 0.23% | 115 |
|
|
2019
Q3 | $289K | Hold |
3,350
| – | – | 0.27% | 105 |
|
|
2019
Q2 | $254K | Sell |
3,350
-40
| -1% | -$3.03K | 0.27% | 104 |
|
|
2019
Q1 | $255K | Hold |
3,390
| – | – | 0.28% | 106 |
|
|
2018
Q4 | $224K | Hold |
3,390
| – | – | 0.29% | 104 |
|
|
2018
Q3 | $225K | Hold |
3,390
| – | – | 0.25% | 118 |
|
|
2018
Q2 | $216K | Sell |
3,390
-93
| -3% | -$5.93K | 0.25% | 117 |
|
|
2018
Q1 | $215K | Sell |
3,483
-65
| -2% | -$4.01K | 0.26% | 111 |
|
|
2017
Q4 | $226K | Buy |
+3,548
| New | +$226K | 0.28% | 111 |
|