CAGAS
Capital Advisory Group Advisory Services’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Buy |
3,095
+46
| +2% | +$13.5K | 0.33% | 72 |
|
|
2025
Q1 | $913K | Sell |
3,049
-102
| -3% | -$30.5K | 0.35% | 74 |
|
|
2024
Q4 | $944K | Buy |
3,151
+208
| +7% | +$62.3K | 0.34% | 76 |
|
|
2024
Q3 | $1.07M | Buy |
2,943
+223
| +8% | +$81.1K | 0.43% | 63 |
|
|
2024
Q2 | $782K | Buy |
2,720
+190
| +8% | +$54.7K | 0.33% | 67 |
|
|
2024
Q1 | $734K | Sell |
2,530
-5
| -0.2% | -$1.45K | 0.35% | 68 |
|
|
2023
Q4 | $773K | Sell |
2,535
-37
| -1% | -$11.3K | 0.41% | 62 |
|
|
2023
Q3 | $678K | Buy |
+2,572
| New | +$678K | 0.38% | 65 |
|
|
2023
Q2 | – | Sell |
-2,718
| Closed | -$821K | – | 131 |
|
|
2023
Q1 | $821K | Buy |
2,718
+20
| +0.7% | +$6.04K | 0.49% | 56 |
|
|
2022
Q4 | $756K | Buy |
2,698
+4
| +0.1% | +$1.12K | 0.51% | 55 |
|
|
2022
Q3 | $789K | Sell |
2,694
-113
| -4% | -$33.1K | 0.55% | 53 |
|
|
2022
Q2 | $877K | Sell |
2,807
-8
| -0.3% | -$2.5K | 0.52% | 56 |
|
|
2022
Q1 | $1.1M | Buy |
2,815
+119
| +4% | +$46.5K | 0.51% | 56 |
|
|
2021
Q4 | $1.01M | Buy |
2,696
+77
| +3% | +$28.8K | 0.44% | 65 |
|
|
2021
Q3 | $778K | Sell |
2,619
-136
| -5% | -$40.4K | 0.28% | 88 |
|
|
2021
Q2 | $828K | Buy |
2,755
+32
| +1% | +$9.62K | 0.3% | 82 |
|
|
2021
Q1 | $672K | Buy |
2,723
+106
| +4% | +$26.2K | 0.26% | 91 |
|
|
2020
Q4 | $604K | Buy |
2,617
+999
| +62% | +$231K | 0.25% | 87 |
|
|
2020
Q3 | $360K | Buy |
1,618
+30
| +2% | +$6.68K | 0.19% | 94 |
|
|
2020
Q2 | $305K | Buy |
1,588
+1,582
| +26,367% | +$304K | 0.17% | 95 |
|
|
2020
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 419 |
|
|
2019
Q4 | – | Sell |
-6
| Closed | -$1K | – | 360 |
|
|
2019
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 424 |
|
|
2019
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 407 |
|
|
2019
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 405 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 384 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 359 |
|
|
2018
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 343 |
|