Summit Place Financial Advisors’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.88M | Buy |
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|
2025
Q2 | $1.86M | Buy |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $416K | Hold |
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|
2024
Q1 | $379K | Hold |
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|
2023
Q4 | $367K | Hold |
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|
2023
Q3 | $352K | Hold |
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|
2023
Q2 | $396K | Hold |
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|
2023
Q1 | $360K | Sell |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $543K | Hold |
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|
2021
Q3 | $486K | Hold |
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|
2021
Q2 | $462K | Hold |
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|
2021
Q1 | $430K | Buy |
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