United Capital 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 | $767K | Buy |
11,362
+164
| +1% | +$11.1K | 0.01% | 658 |
|
|
2025
Q1 | $802K | Buy |
11,198
+1,065
| +11% | +$76.2K | 0.01% | 610 |
|
|
2024
Q4 | $727K | Sell |
10,133
-62
| -0.6% | -$4.45K | 0.01% | 623 |
|
|
2024
Q3 | $759K | Sell |
10,195
-156
| -2% | -$11.6K | 0.01% | 607 |
|
|
2024
Q2 | $718K | Buy |
10,351
+321
| +3% | +$22.3K | 0.01% | 606 |
|
|
2024
Q1 | $633K | Sell |
10,030
-319
| -3% | -$20.1K | 0.01% | 667 |
|
|
2023
Q4 | $633K | Sell |
10,349
-4,344
| -30% | -$266K | 0.01% | 671 |
|
|
2023
Q3 | $863K | Sell |
14,693
-2,989
| -17% | -$175K | 0.01% | 544 |
|
|
2023
Q2 | $1.17M | Buy |
17,682
+318
| +2% | +$21K | 0.01% | 520 |
|
|
2023
Q1 | $1.04M | Sell |
17,364
-1,234
| -7% | -$74K | 0.01% | 564 |
|
|
2022
Q4 | $1.1M | Sell |
18,598
-4,071
| -18% | -$240K | 0.01% | 587 |
|
|
2022
Q3 | $1.52M | Sell |
22,669
-617
| -3% | -$41.5K | 0.01% | 521 |
|
|
2022
Q2 | $1.68M | Buy |
23,286
+546
| +2% | +$39.4K | 0.01% | 526 |
|
|
2022
Q1 | $2.05M | Buy |
22,740
+212
| +0.9% | +$19.1K | 0.01% | 507 |
|
|
2021
Q4 | $2.04M | Buy |
22,528
+1,941
| +9% | +$176K | 0.01% | 535 |
|
|
2021
Q3 | $1.67M | Buy |
20,587
+320
| +2% | +$25.9K | 0.01% | 562 |
|
|
2021
Q2 | $1.56M | Buy |
20,267
+1,650
| +9% | +$127K | 0.01% | 589 |
|
|
2021
Q1 | $1.33M | Buy |
18,617
+262
| +1% | +$18.8K | 0.01% | 594 |
|
|
2020
Q4 | $1.09M | Sell |
18,355
-13,016
| -41% | -$772K | 0.01% | 650 |
|
|
2020
Q3 | $1.61M | Sell |
31,371
-1,892
| -6% | -$97.1K | 0.01% | 549 |
|
|
2020
Q2 | $1.96M | Sell |
33,263
-15,992
| -32% | -$941K | 0.01% | 518 |
|
|
2020
Q1 | $3.04M | Sell |
49,255
-177
| -0.4% | -$10.9K | 0.03% | 415 |
|
|
2019
Q4 | $4M | Buy |
49,432
+3,518
| +8% | +$285K | 0.03% | 465 |
|
|
2019
Q3 | $3.96M | Buy |
45,914
+15,707
| +52% | +$1.36M | 0.03% | 460 |
|
|
2019
Q2 | $2.29M | Buy |
30,207
+6,967
| +30% | +$529K | 0.02% | 580 |
|
|
2019
Q1 | $1.75M | Buy |
23,240
+3,568
| +18% | +$269K | 0.01% | 622 |
|
|
2018
Q4 | $1.3M | Buy |
19,672
+2,372
| +14% | +$157K | 0.01% | 649 |
|
|
2018
Q3 | $1.15M | Buy |
17,300
+697
| +4% | +$46.2K | 0.01% | 741 |
|
|
2018
Q2 | $1.06M | Sell |
16,603
-7,530
| -31% | -$479K | 0.01% | 750 |
|
|
2018
Q1 | $1.49M | Sell |
24,133
-2,009
| -8% | -$124K | 0.01% | 663 |
|
|
2017
Q4 | $1.67M | Sell |
26,142
-128
| -0.5% | -$8.16K | 0.01% | 646 |
|
|
2017
Q3 | $1.73M | Sell |
26,270
-4,102
| -14% | -$270K | 0.01% | 619 |
|
|
2017
Q2 | $2M | Buy |
30,372
+4,350
| +17% | +$286K | 0.02% | 579 |
|
|
2017
Q1 | $1.62M | Buy |
26,022
+1,833
| +8% | +$114K | 0.02% | 616 |
|
|
2016
Q4 | $1.56M | Buy |
24,189
+3,202
| +15% | +$206K | 0.02% | 622 |
|
|
2016
Q3 | $1.35M | Sell |
20,987
-1,262
| -6% | -$81.2K | 0.01% | 696 |
|
|
2016
Q2 | $1.54M | Buy |
22,249
+2,112
| +10% | +$146K | 0.02% | 620 |
|
|
2016
Q1 | $1.51M | Sell |
20,137
-2,071
| -9% | -$155K | 0.02% | 596 |
|
|
2015
Q4 | $1.81M | Buy |
22,208
+7,719
| +53% | +$630K | 0.02% | 565 |
|
|
2015
Q3 | $1.09M | Buy |
14,489
+78
| +0.5% | +$5.86K | 0.01% | 667 |
|
|
2015
Q2 | $1.01M | Sell |
14,411
-532
| -4% | -$37.3K | 0.01% | 722 |
|
|
2015
Q1 | $1.1M | Buy |
14,943
+6,464
| +76% | +$478K | 0.01% | 702 |
|
|
2014
Q4 | $609K | Buy |
8,479
+3,448
| +69% | +$248K | 0.01% | 760 |
|
|
2014
Q3 | $310K | Buy |
+5,031
| New | +$310K | 0.01% | 927 |
|