BOK Financial Private Wealth’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 | $1.03K | Hold |
7
| – | – | ﹤0.01% | 412 |
|
|
2025
Q1 | $1.04K | Hold |
7
| – | – | ﹤0.01% | 458 |
|
|
2024
Q4 | $1.05K | Sell |
7
-34
| -83% | -$5.09K | ﹤0.01% | 503 |
|
|
2024
Q3 | $7.39K | Hold |
41
| – | – | ﹤0.01% | 414 |
|
|
2024
Q2 | $6.37K | Hold |
41
| – | – | ﹤0.01% | 393 |
|
|
2024
Q1 | $6.03K | Sell |
41
-995
| -96% | -$146K | ﹤0.01% | 391 |
|
|
2023
Q4 | $166K | Sell |
1,036
-6,291
| -86% | -$1.01M | 0.01% | 174 |
|
|
2023
Q3 | $891K | Buy |
+7,327
| New | +$891K | 0.08% | 96 |
|