Auxano 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 | $240K | Sell |
1,625
-19
| -1% | -$2.8K | 0.06% | 148 |
|
|
2025
Q1 | $244K | Sell |
1,644
-555
| -25% | -$82.4K | 0.06% | 142 |
|
|
2024
Q4 | $329K | Sell |
2,199
-941
| -30% | -$141K | 0.08% | 121 |
|
|
2024
Q3 | $566K | Buy |
3,140
+3
| +0.1% | +$541 | 0.15% | 95 |
|
|
2024
Q2 | $488K | Buy |
3,137
+13
| +0.4% | +$2.02K | 0.13% | 98 |
|
|
2024
Q1 | $459K | Buy |
3,124
+225
| +8% | +$33.1K | 0.13% | 99 |
|
|
2023
Q4 | $465K | Buy |
2,899
+941
| +48% | +$151K | 0.16% | 91 |
|
|
2023
Q3 | $238K | Sell |
1,958
-10
| -0.5% | -$1.22K | 0.1% | 89 |
|
|
2023
Q2 | $321K | Hold |
1,968
| – | – | 0.13% | 81 |
|
|
2023
Q1 | $321K | Hold |
1,968
| – | – | 0.13% | 81 |
|
|
2022
Q4 | $290K | Hold |
1,968
| – | – | 0.13% | 78 |
|
|
2022
Q3 | $340K | Buy |
+1,968
| New | +$340K | 0.16% | 69 |
|