Bragg Financial Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Sell |
2,311
-490
| -17% | -$144K | 0.02% | 240 |
|
|
2025
Q1 | $838K | Hold |
2,801
| – | – | 0.03% | 221 |
|
|
2024
Q4 | $839K | Sell |
2,801
-166
| -6% | -$49.7K | 0.03% | 216 |
|
|
2024
Q3 | $1.08M | Sell |
2,967
-149
| -5% | -$54.2K | 0.04% | 206 |
|
|
2024
Q2 | $896K | Sell |
3,116
-474
| -13% | -$136K | 0.04% | 208 |
|
|
2024
Q1 | $1.04M | Sell |
3,590
-143
| -4% | -$41.5K | 0.05% | 199 |
|
|
2023
Q4 | $1.14M | Sell |
3,733
-293
| -7% | -$89.4K | 0.05% | 194 |
|
|
2023
Q3 | $1.06M | Buy |
4,026
+63
| +2% | +$16.6K | 0.06% | 195 |
|
|
2023
Q2 | $1.16M | Sell |
3,963
-104
| -3% | -$30.4K | 0.06% | 190 |
|
|
2023
Q1 | $1.23M | Sell |
4,067
-71
| -2% | -$21.4K | 0.07% | 184 |
|
|
2022
Q4 | $1.16M | Buy |
4,138
+494
| +14% | +$138K | 0.07% | 185 |
|
|
2022
Q3 | $1.07M | Sell |
3,644
-62
| -2% | -$18.2K | 0.07% | 180 |
|
|
2022
Q2 | $1.16M | Buy |
3,706
+7
| +0.2% | +$2.19K | 0.08% | 177 |
|
|
2022
Q1 | $1.44M | Sell |
3,699
-475
| -11% | -$185K | 0.08% | 172 |
|
|
2021
Q4 | $1.24M | Hold |
4,174
| – | – | 0.08% | 174 |
|
|
2021
Q3 | $1.24M | Sell |
4,174
-96
| -2% | -$28.5K | 0.08% | 174 |
|
|
2021
Q2 | $1.28M | Sell |
4,270
-394
| -8% | -$118K | 0.08% | 172 |
|
|
2021
Q1 | $1.15M | Sell |
4,664
-282
| -6% | -$69.6K | 0.08% | 174 |
|
|
2020
Q4 | $1.14M | Sell |
4,946
-494
| -9% | -$114K | 0.1% | 160 |
|
|
2020
Q3 | $1.21M | Sell |
5,440
-3,284
| -38% | -$732K | 0.12% | 148 |
|
|
2020
Q2 | $1.67M | Sell |
8,724
-3,483
| -29% | -$668K | 0.19% | 129 |
|
|
2020
Q1 | $2.42M | Sell |
12,207
-1,589
| -12% | -$316K | 0.33% | 101 |
|
|
2019
Q4 | $2.94M | Buy |
13,796
+1,562
| +13% | +$333K | 0.33% | 105 |
|
|
2019
Q3 | $3M | Buy |
12,234
+826
| +7% | +$203K | 0.36% | 96 |
|
|
2019
Q2 | $2.72M | Buy |
11,408
+987
| +9% | +$235K | 0.33% | 102 |
|
|
2019
Q1 | $2.27M | Buy |
10,421
+286
| +3% | +$62.3K | 0.29% | 111 |
|
|
2018
Q4 | $2.05M | Buy |
10,135
+619
| +7% | +$125K | 0.31% | 110 |
|
|
2018
Q3 | $1.92M | Buy |
9,516
+147
| +2% | +$29.6K | 0.26% | 123 |
|
|
2018
Q2 | $2.13M | Buy |
9,369
+1,680
| +22% | +$381K | 0.3% | 116 |
|
|
2018
Q1 | $1.54M | Buy |
7,689
+1,929
| +33% | +$387K | 0.23% | 136 |
|
|
2017
Q4 | $1.2M | Buy |
5,760
+1,300
| +29% | +$272K | 0.17% | 151 |
|
|
2017
Q3 | $954K | Buy |
4,460
+1,015
| +29% | +$217K | 0.15% | 161 |
|
|
2017
Q2 | $718K | Buy |
3,445
+910
| +36% | +$190K | 0.11% | 176 |
|
|
2017
Q1 | $555K | Buy |
2,535
+1,465
| +137% | +$321K | 0.09% | 193 |
|
|
2016
Q4 | $239K | Buy |
+1,070
| New | +$239K | 0.04% | 241 |
|