Atria Wealth Solutions’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 | $869K | Sell |
5,892
-358
| -6% | -$52.8K | 0.02% | 696 |
|
|
2025
Q1 | $928K | Sell |
6,250
-7,082
| -53% | -$1.05M | 0.01% | 912 |
|
|
2024
Q4 | $1.99M | Buy |
13,332
+2,317
| +21% | +$347K | 0.02% | 641 |
|
|
2024
Q3 | $1.98M | Sell |
11,015
-13,191
| -54% | -$2.38M | 0.02% | 637 |
|
|
2024
Q2 | $3.76M | Buy |
24,206
+17,163
| +244% | +$2.67M | 0.04% | 409 |
|
|
2024
Q1 | $1.04M | Sell |
7,043
-732
| -9% | -$108K | 0.01% | 887 |
|
|
2023
Q4 | $1.25M | Buy |
7,775
+4,968
| +177% | +$796K | 0.02% | 771 |
|
|
2023
Q3 | $341K | Buy |
+2,807
| New | +$341K | ﹤0.01% | 1327 |
|
|
2023
Q2 | – | Sell |
-3,343
| Closed | -$545K | – | 1899 |
|
|
2023
Q1 | $545K | Sell |
3,343
-54
| -2% | -$8.8K | 0.01% | 1077 |
|
|
2022
Q4 | $500K | Sell |
3,397
-1,976
| -37% | -$291K | 0.01% | 1075 |
|
|
2022
Q3 | $928K | Sell |
5,373
-202
| -4% | -$34.9K | 0.02% | 730 |
|
|
2022
Q2 | $949K | Sell |
5,575
-299
| -5% | -$50.9K | 0.02% | 698 |
|
|
2022
Q1 | $1.21M | Buy |
+5,874
| New | +$1.21M | 0.02% | 651 |
|