Apollon Wealth Management’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 | $631K | Sell |
4,278
-354
| -8% | -$52.2K | 0.01% | 710 |
|
|
2025
Q1 | $688K | Sell |
4,632
-115
| -2% | -$17.1K | 0.02% | 622 |
|
|
2024
Q4 | $710K | Buy |
4,747
+538
| +13% | +$80.5K | 0.02% | 623 |
|
|
2024
Q3 | $758K | Sell |
4,209
-344
| -8% | -$62K | 0.02% | 570 |
|
|
2024
Q2 | $708K | Buy |
4,553
+129
| +3% | +$20K | 0.02% | 568 |
|
|
2024
Q1 | $650K | Sell |
4,424
-5,150
| -54% | -$757K | 0.02% | 602 |
|
|
2023
Q4 | $1.54M | Buy |
9,574
+1,903
| +25% | +$305K | 0.05% | 328 |
|
|
2023
Q3 | $933K | Buy |
7,671
+1,967
| +34% | +$239K | 0.05% | 376 |
|
|
2023
Q2 | $849K | Buy |
5,704
+834
| +17% | +$124K | 0.04% | 439 |
|
|
2023
Q1 | $793K | Buy |
4,870
+47
| +1% | +$7.66K | 0.05% | 390 |
|
|
2022
Q4 | $710K | Buy |
4,823
+545
| +13% | +$80.2K | 0.05% | 399 |
|
|
2022
Q3 | $739K | Buy |
4,278
+280
| +7% | +$48.4K | 0.06% | 343 |
|
|
2022
Q2 | $680K | Buy |
3,998
+2,787
| +230% | +$474K | 0.06% | 360 |
|
|
2022
Q1 | $249K | Buy |
1,211
+11
| +0.9% | +$2.26K | 0.02% | 632 |
|
|
2021
Q4 | $272K | Buy |
+1,200
| New | +$272K | 0.02% | 604 |
|