Allworth Financial’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Buy |
3,440
+59
| +2% | +$8.7K | ﹤0.01% | 839 |
|
|
2025
Q1 | $480K | Sell |
3,381
-628
| -16% | -$89.1K | ﹤0.01% | 689 |
|
|
2024
Q4 | $602K | Sell |
4,009
-176
| -4% | -$26.4K | ﹤0.01% | 643 |
|
|
2024
Q3 | $754K | Sell |
4,185
-69
| -2% | -$12.4K | ﹤0.01% | 489 |
|
|
2024
Q2 | $698K | Buy |
4,254
+1,458
| +52% | +$239K | ﹤0.01% | 494 |
|
|
2024
Q1 | $411K | Buy |
2,796
+1,476
| +112% | +$217K | ﹤0.01% | 593 |
|
|
2023
Q4 | $212K | Sell |
1,320
-419
| -24% | -$67.2K | ﹤0.01% | 715 |
|
|
2023
Q3 | $211K | Sell |
1,739
-160
| -8% | -$19.5K | ﹤0.01% | 671 |
|
|
2023
Q2 | $283K | Sell |
1,899
-103
| -5% | -$15.3K | ﹤0.01% | 617 |
|
|
2023
Q1 | $326K | Sell |
2,002
-87
| -4% | -$14.2K | ﹤0.01% | 551 |
|
|
2022
Q4 | $308K | Sell |
2,089
-13
| -0.6% | -$1.91K | ﹤0.01% | 553 |
|
|
2022
Q3 | $363K | Buy |
2,102
+287
| +16% | +$49.6K | ﹤0.01% | 479 |
|
|
2022
Q2 | $309K | Sell |
1,815
-86
| -5% | -$14.6K | ﹤0.01% | 482 |
|
|
2022
Q1 | $391K | Buy |
1,901
+1,898
| +63,267% | +$390K | 0.01% | 437 |
|
|
2021
Q4 | $1K | Sell |
3
-61
| -95% | -$20.3K | ﹤0.01% | 1813 |
|
|
2021
Q3 | $11K | Buy |
+64
| New | +$11K | ﹤0.01% | 1272 |
|