AG
Advocate Group’s Public Storage PSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.43M | Buy |
18,519
+154
| +0.8% | +$45.2K | 0.97% | 47 |
|
2025
Q1 | $5.5M | Buy |
18,365
+37
| +0.2% | +$11.1K | 1% | 43 |
|
2024
Q4 | $5.49M | Sell |
18,328
-572
| -3% | -$171K | 1.03% | 44 |
|
2024
Q3 | $6.88M | Sell |
18,900
-213
| -1% | -$77.5K | 1.25% | 36 |
|
2024
Q2 | $5.5M | Sell |
19,113
-127
| -0.7% | -$36.5K | 1.11% | 41 |
|
2024
Q1 | $5.58M | Sell |
19,240
-860
| -4% | -$249K | 1.11% | 40 |
|
2023
Q4 | $6.13M | Buy |
20,100
+1,101
| +6% | +$336K | 1.32% | 29 |
|
2023
Q3 | $5.01M | Buy |
18,999
+2,445
| +15% | +$644K | 1.16% | 36 |
|
2023
Q2 | $4.83M | Buy |
16,554
+2,173
| +15% | +$634K | 1.06% | 39 |
|
2023
Q1 | $4.35M | Buy |
14,381
+696
| +5% | +$210K | 0.95% | 45 |
|
2022
Q4 | $3.83M | Sell |
13,685
-773
| -5% | -$217K | 0.83% | 51 |
|
2022
Q3 | $4.23M | Buy |
14,458
+186
| +1% | +$54.5K | 1.05% | 40 |
|
2022
Q2 | $4.46M | Buy |
+14,272
| New | +$4.46M | 1.04% | 40 |
|