Wealth Alliance’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 | $553K | Buy |
8,196
+265
| +3% | +$17.9K | 0.06% | 274 |
|
|
2025
Q1 | $568K | Buy |
7,931
+466
| +6% | +$33.4K | 0.07% | 250 |
|
|
2024
Q4 | $536K | Sell |
7,465
-173
| -2% | -$12.4K | 0.06% | 246 |
|
|
2024
Q3 | $569K | Sell |
7,638
-22
| -0.3% | -$1.64K | 0.07% | 246 |
|
|
2024
Q2 | $531K | Buy |
7,660
+1,195
| +18% | +$82.9K | 0.07% | 241 |
|
|
2024
Q1 | $408K | Sell |
6,465
-710
| -10% | -$44.8K | 0.05% | 317 |
|
|
2023
Q4 | $439K | Buy |
7,175
+383
| +6% | +$23.4K | 0.06% | 282 |
|
|
2023
Q3 | $399K | Sell |
6,792
-1,035
| -13% | -$60.8K | 0.06% | 277 |
|
|
2023
Q2 | $516K | Buy |
7,827
+70
| +0.9% | +$4.62K | 0.08% | 242 |
|
|
2023
Q1 | $465K | Buy |
7,757
+2,476
| +47% | +$149K | 0.08% | 254 |
|
|
2022
Q4 | $312K | Sell |
5,281
-17
| -0.3% | -$1K | 0.06% | 339 |
|
|
2022
Q3 | $356K | Buy |
5,298
+862
| +19% | +$57.9K | 0.07% | 283 |
|
|
2022
Q2 | $320K | Sell |
4,436
-547
| -11% | -$39.5K | 0.06% | 307 |
|
|
2022
Q1 | $448K | Sell |
4,983
-59
| -1% | -$5.3K | 0.09% | 242 |
|
|
2021
Q4 | $456K | Sell |
5,042
-451
| -8% | -$40.8K | 0.09% | 244 |
|
|
2021
Q3 | $444K | Buy |
5,493
+19
| +0.3% | +$1.54K | 0.1% | 231 |
|
|
2021
Q2 | $421K | Sell |
5,474
-425
| -7% | -$32.7K | 0.1% | 236 |
|
|
2021
Q1 | $423K | Sell |
5,899
-210
| -3% | -$15.1K | 0.12% | 208 |
|
|
2020
Q4 | $362K | Buy |
6,109
+1,210
| +25% | +$71.7K | 0.11% | 235 |
|
|
2020
Q3 | $251K | Buy |
4,899
+215
| +5% | +$11K | 0.09% | 274 |
|
|
2020
Q2 | $275K | Buy |
4,684
+1,143
| +32% | +$67.1K | 0.11% | 233 |
|
|
2020
Q1 | $218K | Buy |
+3,541
| New | +$218K | 0.12% | 206 |
|