Summit Securities Group’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 | $15.6K | Buy |
+231
| New | +$15.6K | ﹤0.01% | 665 |
|
|
2024
Q4 | – | Sell |
-2,300
| Closed | -$171K | – | 581 |
|
|
2024
Q3 | $171K | Buy |
+2,300
| New | +$171K | 0.05% | 83 |
|
|
2024
Q2 | – | Sell |
-3,000
| Closed | -$189K | – | 500 |
|
|
2024
Q1 | $189K | Sell |
3,000
-500
| -14% | -$31.5K | 0.03% | 72 |
|
|
2023
Q4 | $214K | Buy |
+3,500
| New | +$214K | 0.02% | 112 |
|
|
2023
Q3 | – | Sell |
-445
| Closed | -$29K | – | 539 |
|
|
2023
Q2 | $29K | Sell |
445
-223
| -33% | -$14.5K | ﹤0.01% | 416 |
|
|
2023
Q1 | $40K | Buy |
668
+124
| +23% | +$7.43K | ﹤0.01% | 341 |
|
|
2022
Q4 | $32K | Sell |
544
-6,327
| -92% | -$372K | ﹤0.01% | 586 |
|
|
2022
Q3 | $462K | Buy |
6,871
+4,955
| +259% | +$333K | 0.03% | 150 |
|
|
2022
Q2 | $138K | Buy |
1,916
+576
| +43% | +$41.5K | 0.02% | 225 |
|
|
2022
Q1 | $120K | Sell |
1,340
-4,396
| -77% | -$394K | 0.01% | 303 |
|
|
2021
Q4 | $519K | Buy |
5,736
+3,036
| +112% | +$275K | 0.02% | 218 |
|
|
2021
Q3 | $218K | Sell |
2,700
-1,114
| -29% | -$89.9K | 0.02% | 294 |
|
|
2021
Q2 | $294K | Buy |
+3,814
| New | +$294K | 0.02% | 250 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 198 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 170 |
|
|
2019
Q4 | – | Sell |
-2,700
| Closed | -$233K | – | 228 |
|
|
2019
Q3 | $233K | Buy |
+2,700
| New | +$233K | 0.02% | 121 |
|
|
2017
Q2 | – | Sell |
-3,389
| Closed | -$211K | – | 233 |
|
|
2017
Q1 | $211K | Buy |
+3,389
| New | +$211K | 0.06% | 245 |
|
|
2014
Q4 | – | Sell |
-1,895
| Closed | -$117K | – | 501 |
|
|
2014
Q3 | $117K | Buy |
1,895
+595
| +46% | +$36.7K | 0.03% | 268 |
|
|
2014
Q2 | $82K | Buy |
1,300
+1,200
| +1,200% | +$75.7K | 0.03% | 247 |
|
|
2014
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 276 |
|
|
2013
Q4 | – | Sell |
-800
| Closed | -$43K | – | 443 |
|
|
2013
Q3 | $43K | Buy |
+800
| New | +$43K | 0.01% | 182 |
|