Aptus Capital Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.85M | Buy |
33,566
+2,645
| +9% | +$776K | 0.08% | 179 |
|
|
2025
Q1 | $9.25M | Buy |
30,921
+2,548
| +9% | +$763K | 0.1% | 179 |
|
|
2024
Q4 | $8.5M | Buy |
28,373
+3,059
| +12% | +$916K | 0.09% | 183 |
|
|
2024
Q3 | $9.21M | Buy |
25,314
+4,028
| +19% | +$1.47M | 0.14% | 146 |
|
|
2024
Q2 | $6.12M | Buy |
21,286
+4,353
| +26% | +$1.25M | 0.11% | 157 |
|
|
2024
Q1 | $4.91M | Buy |
16,933
+1,460
| +9% | +$423K | 0.09% | 176 |
|
|
2023
Q4 | $4.72M | Sell |
15,473
-110
| -0.7% | -$33.6K | 0.13% | 138 |
|
|
2023
Q3 | $4.11M | Buy |
15,583
+251
| +2% | +$66.1K | 0.11% | 146 |
|
|
2023
Q2 | $4.48M | Sell |
15,332
-1,115
| -7% | -$325K | 0.11% | 138 |
|
|
2023
Q1 | $4.97M | Sell |
16,447
-3,932
| -19% | -$1.19M | 0.13% | 122 |
|
|
2022
Q4 | $5.71M | Buy |
+20,379
| New | +$5.71M | 0.18% | 99 |
|