Arkadios Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.14M | Buy |
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|
2025
Q4 | $1.99M | Buy |
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|
2025
Q3 | $2.12M | Buy |
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|
2025
Q2 | $1.97M | Buy |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $925K | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $991K | Buy |
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|
2024
Q1 | $906K | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $570K | Buy |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $326K | Buy |
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|
2022
Q1 | $388K | Sell |
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|
2021
Q4 | $485K | Sell |
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|
2021
Q3 | $443K | Sell |
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|
2021
Q2 | $516K | Buy |
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|
2021
Q1 | $366K | Buy |
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|
2020
Q4 | $296K | Sell |
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|
2020
Q3 | $522K | Buy |
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|
2020
Q2 | $440K | Buy |
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|
2020
Q1 | $131K | Buy |
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|
2019
Q4 | $154K | Buy |
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