Summit Place 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 | $1.86M | Buy |
27,550
+3,600
| +15% | +$243K | 0.94% | 43 |
|
|
2025
Q1 | $1.71M | Buy |
23,950
+3,065
| +15% | +$219K | 0.97% | 41 |
|
|
2024
Q4 | $1.5M | Buy |
20,885
+1,850
| +10% | +$133K | 0.85% | 45 |
|
|
2024
Q3 | $1.42M | Buy |
19,035
+13,035
| +217% | +$971K | 0.79% | 47 |
|
|
2024
Q2 | $416K | Hold |
6,000
| – | – | 0.25% | 73 |
|
|
2024
Q1 | $379K | Hold |
6,000
| – | – | 0.22% | 74 |
|
|
2023
Q4 | $367K | Hold |
6,000
| – | – | 0.24% | 72 |
|
|
2023
Q3 | $352K | Hold |
6,000
| – | – | 0.25% | 76 |
|
|
2023
Q2 | $396K | Hold |
6,000
| – | – | 0.26% | 73 |
|
|
2023
Q1 | $360K | Sell |
6,000
-15,900
| -73% | -$954K | 0.26% | 75 |
|
|
2022
Q4 | $1.29M | Buy |
21,900
+1,775
| +9% | +$105K | 1.06% | 43 |
|
|
2022
Q3 | $1.35M | Sell |
20,125
-750
| -4% | -$50.4K | 1.26% | 34 |
|
|
2022
Q2 | $1.51M | Buy |
20,875
+2,725
| +15% | +$197K | 1.27% | 34 |
|
|
2022
Q1 | $1.63M | Buy |
18,150
+12,150
| +203% | +$1.09M | 1.1% | 40 |
|
|
2021
Q4 | $543K | Hold |
6,000
| – | – | 0.38% | 70 |
|
|
2021
Q3 | $486K | Hold |
6,000
| – | – | 0.35% | 72 |
|
|
2021
Q2 | $462K | Hold |
6,000
| – | – | 0.34% | 78 |
|
|
2021
Q1 | $430K | Buy |
+6,000
| New | +$430K | 0.35% | 79 |
|