Avantax Advisory Services’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 | $2.9M | Buy |
19,685
+855
| +5% | +$126K | 0.02% | 631 |
|
|
2025
Q1 | $2.8M | Buy |
18,830
+391
| +2% | +$58.1K | 0.02% | 605 |
|
|
2024
Q4 | $2.76M | Sell |
18,439
-398
| -2% | -$59.5K | 0.02% | 584 |
|
|
2024
Q3 | $3.39M | Buy |
18,837
+1,898
| +11% | +$342K | 0.02% | 508 |
|
|
2024
Q2 | $2.63M | Buy |
+16,939
| New | +$2.63M | 0.02% | 568 |
|
|
2024
Q1 | – | Sell |
-3,649
| Closed | -$585K | – | 1670 |
|
|
2023
Q4 | $585K | Sell |
3,649
-4,271
| -54% | -$685K | 0.01% | 921 |
|
|
2023
Q3 | $963K | Buy |
7,920
+3,263
| +70% | +$397K | 0.01% | 709 |
|
|
2023
Q2 | $693K | Buy |
4,657
+459
| +11% | +$68.3K | 0.01% | 820 |
|
|
2023
Q1 | $684K | Buy |
4,198
+1,047
| +33% | +$171K | 0.01% | 793 |
|
|
2022
Q4 | $464K | Buy |
3,151
+1,541
| +96% | +$227K | 0.01% | 899 |
|
|
2022
Q3 | $278K | Buy |
1,610
+207
| +15% | +$35.7K | ﹤0.01% | 1045 |
|
|
2022
Q2 | $239K | Sell |
1,403
-490
| -26% | -$83.5K | ﹤0.01% | 1120 |
|
|
2022
Q1 | $389K | Sell |
1,893
-1,805
| -49% | -$371K | 0.01% | 890 |
|
|
2021
Q4 | $838K | Buy |
3,698
+265
| +8% | +$60.1K | 0.01% | 576 |
|
|
2021
Q3 | $577K | Buy |
3,433
+382
| +13% | +$64.2K | 0.01% | 669 |
|
|
2021
Q2 | $500K | Buy |
3,051
+378
| +14% | +$61.9K | 0.01% | 710 |
|
|
2021
Q1 | $358K | Buy |
+2,673
| New | +$358K | 0.01% | 736 |
|