Transamerica 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 | $269K | Sell |
3,982
-205
| -5% | -$13.8K | 0.03% | 204 |
|
|
2025
Q1 | $300K | Buy |
4,187
+360
| +9% | +$25.8K | 0.03% | 204 |
|
|
2024
Q4 | $275K | Buy |
3,827
+151
| +4% | +$10.9K | 0.03% | 206 |
|
|
2024
Q3 | $274K | Sell |
3,676
-1,175
| -24% | -$87.6K | 0.03% | 209 |
|
|
2024
Q2 | $337K | Hold |
4,851
| – | – | 0.04% | 176 |
|
|
2024
Q1 | $307K | Buy |
4,851
+1,001
| +26% | +$63.3K | 0.03% | 197 |
|
|
2023
Q4 | $236K | Sell |
3,850
-47
| -1% | -$2.88K | 0.03% | 231 |
|
|
2023
Q3 | $229K | Sell |
3,897
-255
| -6% | -$15K | 0.03% | 215 |
|
|
2023
Q2 | $274K | Sell |
4,152
-10
| -0.2% | -$660 | 0.04% | 213 |
|
|
2023
Q1 | $250K | Buy |
4,162
+505
| +14% | +$30.3K | 0.03% | 220 |
|
|
2022
Q4 | $216K | Sell |
3,657
-21
| -0.6% | -$1.24K | 0.03% | 222 |
|
|
2022
Q3 | $248K | Buy |
3,678
+259
| +8% | +$17.5K | 0.04% | 206 |
|
|
2022
Q2 | $247K | Buy |
+3,419
| New | +$247K | 0.04% | 217 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 260 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 374 |
|
|
2019
Q3 | – | Sell |
-3
| Closed | -$1K | – | 213 |
|
|
2019
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 442 |
|
|
2019
Q1 | – | Sell |
-4
| Closed | -$1K | – | 201 |
|
|
2018
Q4 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 408 |
|
|
2018
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 411 |
|
|
2018
Q2 | $1K | Sell |
3
-9
| -75% | -$3K | ﹤0.01% | 372 |
|
|
2018
Q1 | $1K | Sell |
12
-8,792
| -100% | -$733K | ﹤0.01% | 360 |
|
|
2017
Q4 | $562K | Sell |
8,804
-127
| -1% | -$8.11K | 0.07% | 191 |
|
|
2017
Q3 | $589K | Sell |
8,931
-272
| -3% | -$17.9K | 0.07% | 181 |
|
|
2017
Q2 | $606K | Sell |
9,203
-119
| -1% | -$7.84K | 0.08% | 168 |
|
|
2017
Q1 | $580K | Buy |
9,322
+183
| +2% | +$11.4K | 0.07% | 184 |
|
|
2016
Q4 | $589K | Buy |
9,139
+402
| +5% | +$25.9K | 0.07% | 172 |
|
|
2016
Q3 | $563K | Buy |
8,737
+767
| +10% | +$49.4K | 0.06% | 196 |
|
|
2016
Q2 | $549K | Buy |
7,970
+2,734
| +52% | +$188K | 0.06% | 185 |
|
|
2016
Q1 | $393K | Sell |
5,236
-7,762
| -60% | -$583K | 0.03% | 238 |
|
|
2015
Q4 | $1.06M | Buy |
12,998
+734
| +6% | +$59.9K | 0.08% | 168 |
|
|
2015
Q3 | $922K | Buy |
12,264
+176
| +1% | +$13.2K | 0.07% | 163 |
|
|
2015
Q2 | $849K | Buy |
12,088
+477
| +4% | +$33.5K | 0.06% | 187 |
|
|
2015
Q1 | $904K | Buy |
11,611
+11,609
| +580,450% | +$904K | 0.06% | 179 |
|
|
2014
Q4 | $1K | Buy |
2
+1
| +100% | +$500 | ﹤0.01% | 646 |
|
|
2014
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 603 |
|
|
2014
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 610 |
|
|
2014
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 579 |
|
|
2013
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 565 |
|
|
2013
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 565 |
|
|
2013
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 538 |
|