AF
Allworth Financial’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Buy |
11,294
+4,143
| +58% | +$1.22M | 0.02% | 383 |
|
|
2025
Q1 | $2.1M | Buy |
7,151
+2
| +0% | +$588 | 0.01% | 387 |
|
|
2024
Q4 | $2.08M | Buy |
7,149
+51
| +0.7% | +$14.8K | 0.01% | 391 |
|
|
2024
Q3 | $2.58M | Buy |
7,098
+112
| +2% | +$40.8K | 0.02% | 293 |
|
|
2024
Q2 | $2.11M | Sell |
6,986
-24
| -0.3% | -$7.24K | 0.01% | 326 |
|
|
2024
Q1 | $2.03M | Sell |
7,010
-1,484
| -17% | -$430K | 0.01% | 317 |
|
|
2023
Q4 | $2.59M | Buy |
8,494
+31
| +0.4% | +$9.46K | 0.02% | 269 |
|
|
2023
Q3 | $2.23M | Buy |
8,463
+673
| +9% | +$177K | 0.02% | 262 |
|
|
2023
Q2 | $2.27M | Buy |
7,790
+1,290
| +20% | +$377K | 0.02% | 260 |
|
|
2023
Q1 | $1.96M | Buy |
6,500
+1,221
| +23% | +$369K | 0.02% | 257 |
|
|
2022
Q4 | $1.48M | Buy |
5,279
+474
| +10% | +$133K | 0.02% | 295 |
|
|
2022
Q3 | $1.41M | Sell |
4,805
-429
| -8% | -$126K | 0.02% | 273 |
|
|
2022
Q2 | $1.64M | Buy |
5,234
+46
| +0.9% | +$14.4K | 0.02% | 242 |
|
|
2022
Q1 | $2.03M | Buy |
5,188
+2,841
| +121% | +$1.11M | 0.03% | 220 |
|
|
2021
Q4 | $879K | Buy |
2,347
+2
| +0.1% | +$749 | 0.01% | 305 |
|
|
2021
Q3 | $697K | Sell |
2,345
-2,545
| -52% | -$756K | 0.01% | 281 |
|
|
2021
Q2 | $1.47M | Buy |
4,890
+231
| +5% | +$69.4K | 0.03% | 157 |
|
|
2021
Q1 | $1.15M | Buy |
4,659
+2,801
| +151% | +$691K | 0.02% | 153 |
|
|
2020
Q4 | $429K | Sell |
1,858
-8
| -0.4% | -$1.85K | 0.01% | 200 |
|
|
2020
Q3 | $416K | Buy |
1,866
+10
| +0.5% | +$2.23K | 0.01% | 170 |
|
|
2020
Q2 | $356K | Sell |
1,856
-3,790
| -67% | -$727K | 0.01% | 177 |
|
|
2020
Q1 | $1.12M | Buy |
5,646
+3,601
| +176% | +$715K | 0.04% | 101 |
|
|
2019
Q4 | $436K | Hold |
2,045
| – | – | 0.02% | 122 |
|
|
2019
Q3 | $502K | Buy |
2,045
+192
| +10% | +$47.1K | 0.02% | 95 |
|
|
2019
Q2 | $441K | Hold |
1,853
| – | – | 0.02% | 103 |
|
|
2019
Q1 | $404K | Hold |
1,853
| – | – | 0.02% | 107 |
|
|
2018
Q4 | $375K | Sell |
1,853
-359
| -16% | -$72.7K | 0.02% | 104 |
|
|
2018
Q3 | $446K | Buy |
2,212
+12
| +0.5% | +$2.42K | 0.02% | 100 |
|
|
2018
Q2 | $499K | Hold |
2,200
| – | – | 0.02% | 90 |
|
|
2018
Q1 | $441K | Hold |
2,200
| – | – | 0.03% | 71 |
|
|
2017
Q4 | $460K | Buy |
2,200
+1,517
| +222% | +$317K | 0.04% | 64 |
|
|
2017
Q3 | $146K | Hold |
683
| – | – | 0.01% | 135 |
|
|
2017
Q2 | $142K | Sell |
683
-2
| -0.3% | -$416 | 0.01% | 142 |
|
|
2017
Q1 | $150K | Buy |
685
+2
| +0.3% | +$438 | 0.01% | 128 |
|
|
2016
Q4 | $153K | Hold |
683
| – | – | 0.02% | 117 |
|
|
2016
Q3 | $152K | Hold |
683
| – | – | 0.02% | 116 |
|
|
2016
Q2 | $175K | Sell |
683
-1
| -0.1% | -$256 | 0.02% | 106 |
|
|
2016
Q1 | $189K | Buy |
684
+3
| +0.4% | +$829 | 0.02% | 101 |
|
|
2015
Q4 | $169K | Buy |
681
+3
| +0.4% | +$744 | 0.03% | 103 |
|
|
2015
Q3 | $143K | Buy |
678
+4
| +0.6% | +$844 | 0.05% | 103 |
|
|
2015
Q2 | $124K | Buy |
674
+4
| +0.6% | +$736 | 0.04% | 122 |
|
|
2015
Q1 | $132K | Sell |
670
-33
| -5% | -$6.5K | 0.05% | 116 |
|
|
2014
Q4 | $130K | Buy |
+703
| New | +$130K | 0.05% | 87 |
|