Allworth Financial’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Buy |
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|
2025
Q1 | $480K | Sell |
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|
2024
Q4 | $602K | Sell |
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|
2024
Q3 | $754K | Sell |
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|
2024
Q2 | $698K | Buy |
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|
2024
Q1 | $411K | Buy |
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|
2023
Q4 | $212K | Sell |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $326K | Sell |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | $309K | Sell |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | $1K | Sell |
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|
2021
Q3 | $11K | Buy |
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