Arkadios Wealth Advisors’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 | $1.97M | Buy |
13,393
+855
| +7% | +$126K | 0.06% | 348 |
|
|
2025
Q1 | $1.86M | Buy |
12,538
+6,356
| +103% | +$944K | 0.07% | 301 |
|
|
2024
Q4 | $925K | Buy |
6,182
+534
| +9% | +$79.9K | 0.05% | 350 |
|
|
2024
Q3 | $1.02M | Sell |
5,648
-726
| -11% | -$131K | 0.06% | 318 |
|
|
2024
Q2 | $991K | Buy |
6,374
+212
| +3% | +$32.9K | 0.07% | 284 |
|
|
2024
Q1 | $906K | Sell |
6,162
-460
| -7% | -$67.6K | 0.07% | 259 |
|
|
2023
Q4 | $1.06M | Buy |
6,622
+1,931
| +41% | +$310K | 0.09% | 212 |
|
|
2023
Q3 | $570K | Buy |
4,691
+3,073
| +190% | +$374K | 0.05% | 304 |
|
|
2023
Q2 | $241K | Sell |
1,618
-471
| -23% | -$70.1K | 0.03% | 507 |
|
|
2023
Q1 | $340K | Sell |
2,089
-30
| -1% | -$4.89K | 0.04% | 396 |
|
|
2022
Q4 | $312K | Buy |
2,119
+175
| +9% | +$25.8K | 0.04% | 391 |
|
|
2022
Q3 | $336K | Buy |
1,944
+29
| +2% | +$5.01K | 0.05% | 343 |
|
|
2022
Q2 | $326K | Buy |
1,915
+30
| +2% | +$5.11K | 0.05% | 378 |
|
|
2022
Q1 | $388K | Sell |
1,885
-253
| -12% | -$52.1K | 0.05% | 363 |
|
|
2021
Q4 | $485K | Sell |
2,138
-499
| -19% | -$113K | 0.06% | 327 |
|
|
2021
Q3 | $443K | Sell |
2,637
-518
| -16% | -$87K | 0.06% | 320 |
|
|
2021
Q2 | $516K | Buy |
3,155
+392
| +14% | +$64.1K | 0.06% | 327 |
|
|
2021
Q1 | $366K | Buy |
2,763
+208
| +8% | +$27.6K | 0.06% | 306 |
|
|
2020
Q4 | $296K | Sell |
2,555
-1,998
| -44% | -$231K | 0.06% | 262 |
|
|
2020
Q3 | $522K | Buy |
4,553
+35
| +0.8% | +$4.01K | 0.26% | 87 |
|
|
2020
Q2 | $440K | Buy |
4,518
+3,146
| +229% | +$306K | 0.24% | 95 |
|
|
2020
Q1 | $131K | Buy |
1,372
+6
| +0.4% | +$574 | 0.08% | 196 |
|
|
2019
Q4 | $154K | Buy |
+1,366
| New | +$154K | 0.09% | 182 |
|