Allworth Financial’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Buy |
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|
2025
Q1 | $2.1M | Buy |
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|
2024
Q4 | $2.08M | Buy |
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|
2024
Q3 | $2.58M | Buy |
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|
2024
Q2 | $2.11M | Sell |
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|
2024
Q1 | $2.03M | Sell |
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|
2023
Q4 | $2.59M | Buy |
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|
2023
Q3 | $2.23M | Buy |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $1.96M | Buy |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.64M | Buy |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q4 | $879K | Buy |
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|
2021
Q3 | $697K | Sell |
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|
2021
Q2 | $1.47M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $416K | Buy |
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|
2020
Q2 | $356K | Sell |
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|
2020
Q1 | $1.12M | Buy |
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|
2019
Q4 | $436K | Hold |
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|
2019
Q3 | $502K | Buy |
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|
2019
Q2 | $441K | Hold |
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|
2019
Q1 | $404K | Hold |
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|
2018
Q4 | $375K | Sell |
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|
2018
Q3 | $446K | Buy |
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|
2018
Q2 | $499K | Hold |
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|
2018
Q1 | $441K | Hold |
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|
2017
Q4 | $460K | Buy |
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|
2017
Q3 | $146K | Hold |
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|
2017
Q2 | $142K | Sell |
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|
2017
Q1 | $150K | Buy |
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|
2016
Q4 | $153K | Hold |
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|
2016
Q3 | $152K | Hold |
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|
2016
Q2 | $175K | Sell |
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|
2016
Q1 | $189K | Buy |
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|
2015
Q4 | $169K | Buy |
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|
2015
Q3 | $143K | Buy |
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|
2015
Q2 | $124K | Buy |
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|
2015
Q1 | $132K | Sell |
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|
2014
Q4 | $130K | Buy |
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