Bleakley Financial Group’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
Q1 | – | Sell |
-1,828
| Closed | -$274K | – | 661 |
|
|
2024
Q4 | $274K | Sell |
1,828
-145
| -7% | -$21.7K | 0.01% | 832 |
|
|
2024
Q3 | $356K | Buy |
1,973
+77
| +4% | +$13.9K | 0.01% | 708 |
|
|
2024
Q2 | $295K | Buy |
1,896
+244
| +15% | +$37.9K | 0.01% | 757 |
|
|
2024
Q1 | $243K | Buy |
1,652
+157
| +11% | +$23.1K | 0.01% | 826 |
|
|
2023
Q4 | $240K | Sell |
1,495
-164
| -10% | -$26.3K | 0.01% | 803 |
|
|
2023
Q3 | $202K | Buy |
+1,659
| New | +$202K | 0.01% | 803 |
|
|
2023
Q2 | – | Sell |
-1,665
| Closed | -$271K | – | 941 |
|
|
2023
Q1 | $271K | Buy |
+1,665
| New | +$271K | 0.01% | 735 |
|