Summitry LLC’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 | $203K | Buy |
3,004
+4
| +0.1% | +$270 | 0.01% | 169 |
|
|
2025
Q1 | $215K | Sell |
3,000
-1,044
| -26% | -$74.7K | 0.01% | 132 |
|
|
2024
Q4 | $290K | Buy |
4,044
+77
| +2% | +$5.53K | 0.01% | 109 |
|
|
2024
Q3 | $295K | Buy |
3,967
+967
| +32% | +$72K | 0.01% | 106 |
|
|
2024
Q2 | $208K | Buy |
+3,000
| New | +$208K | 0.01% | 110 |
|
|
2022
Q4 | – | Sell |
-3,000
| Closed | -$202K | – | 98 |
|
|
2022
Q3 | $202K | Hold |
3,000
| – | – | 0.02% | 94 |
|
|
2022
Q2 | $217K | Hold |
3,000
| – | – | 0.02% | 77 |
|
|
2022
Q1 | $270K | Hold |
3,000
| – | – | 0.02% | 76 |
|
|
2021
Q4 | $272K | Buy |
+3,000
| New | +$272K | 0.02% | 78 |
|
|
2021
Q2 | – | Sell |
-3,000
| Closed | -$215K | – | 66 |
|
|
2021
Q1 | $215K | Buy |
+3,000
| New | +$215K | 0.01% | 86 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$243K | – | 88 |
|
|
2019
Q4 | $243K | Hold |
3,000
| – | – | 0.02% | 72 |
|
|
2019
Q3 | $259K | Hold |
3,000
| – | – | 0.02% | 75 |
|
|
2019
Q2 | $228K | Hold |
3,000
| – | – | 0.02% | 77 |
|
|
2019
Q1 | $226K | Buy |
+3,000
| New | +$226K | 0.02% | 78 |
|
|
2015
Q1 | – | Sell |
-3,000
| Closed | -$216K | – | 68 |
|
|
2014
Q4 | $216K | Buy |
+3,000
| New | +$216K | 0.02% | 67 |
|