Summit Securities Group’s Equity Residential EQR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.37K	Sell	57 -2,957	-98%	-$182K	﹤0.01%	867
2025 Q4	$190K	Buy	3,014 +2,415	+403%	+$148K	0.03%	339
2025 Q3	$38.8K	Buy	599 +368	+159%	+$24.1K	0.01%	629
2025 Q2	$15.6K	Buy	+231	New	+$15.9K	0.01%	793
2024 Q4	–	Sell	-2,300	Closed	-$171K	–	718
2024 Q3	$171K	Buy	+2,300	New	+$166K	0.11%	164
2024 Q2	–	Sell	-3,000	Closed	-$189K	–	646
2024 Q1	$189K	Sell	3,000 -500	-14%	-$30.4K	0.09%	158
2023 Q4	$214K	Buy	+3,500	New	+$203K	0.09%	249
2023 Q3	–	Sell	-445	Closed	-$29K	–	714
2023 Q2	$29K	Sell	445 -223	-33%	-$13.9K	0.01%	540
2023 Q1	$40K	Buy	668 +124	+23%	+$7.61K	0.01%	471
2022 Q4	$32K	Sell	544 -6,327	-92%	-$396K	0.01%	811
2022 Q3	$462K	Buy	6,871 +4,955	+259%	+$366K	0.09%	264
2022 Q2	$138K	Buy	1,916 +576	+43%	+$45.7K	0.05%	359
2022 Q1	$120K	Sell	1,340 -4,396	-77%	-$388K	0.04%	472
2021 Q4	$519K	Buy	5,736 +3,036	+112%	+$261K	0.05%	361
2021 Q3	$218K	Sell	2,700 -1,114	-29%	-$92K	0.05%	615
2021 Q2	$294K	Buy	+3,814	New	+$288K	0.06%	531
2020 Q3	–	Hold	0	–	–	–	448
2020 Q2	–	Hold	0	–	–	–	457
2019 Q4	–	Sell	-2,700	Closed	-$233K	–	475
2019 Q3	$233K	Buy	+2,700	New	+$221K	0.09%	286
2017 Q2	–	Sell	-3,389	Closed	-$211K	–	289
2017 Q1	$211K	Buy	+3,389	New	+$212K	0.08%	273
2014 Q4	–	Sell	-1,895	Closed	-$117K	–	643
2014 Q3	$117K	Buy	1,895 +595	+46%	+$38.4K	0.03%	281
2014 Q2	$82K	Buy	1,300 +1,200	+1,200%	+$72.9K	0.03%	255
2014 Q1	$6K	Buy	+100	New	+$5.64K	﹤0.01%	300
2013 Q4	–	Sell	-800	Closed	-$43K	–	547
2013 Q3	$43K	Buy	+800	New	+$44.1K	0.01%	192