Capital Analysts LLC’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 | $245K | Sell |
1,661
-47
| -3% | -$6.93K | 0.01% | 510 |
|
|
2025
Q1 | $254K | Buy |
1,708
+1,336
| +359% | +$199K | 0.01% | 486 |
|
|
2024
Q4 | $56K | Buy |
372
+7
| +2% | +$1.05K | ﹤0.01% | 727 |
|
|
2024
Q3 | $66K | Hold |
365
| – | – | ﹤0.01% | 667 |
|
|
2024
Q2 | $57K | Sell |
365
-4
| -1% | -$625 | ﹤0.01% | 679 |
|
|
2024
Q1 | $54K | Hold |
369
| – | – | ﹤0.01% | 645 |
|
|
2023
Q4 | $59K | Sell |
369
-3,119
| -89% | -$499K | ﹤0.01% | 622 |
|
|
2023
Q3 | $424K | Buy |
3,488
+189
| +6% | +$23K | 0.02% | 318 |
|
|
2023
Q2 | $491K | Buy |
3,299
+1,036
| +46% | +$154K | 0.03% | 293 |
|
|
2023
Q1 | $369K | Buy |
2,263
+2,096
| +1,255% | +$342K | 0.02% | 323 |
|
|
2022
Q4 | $25K | Sell |
167
-1
| -0.6% | -$150 | ﹤0.01% | 720 |
|
|
2022
Q3 | $29K | Buy |
168
+20
| +14% | +$3.45K | ﹤0.01% | 659 |
|
|
2022
Q2 | $25K | Hold |
148
| – | – | ﹤0.01% | 667 |
|
|
2022
Q1 | $30K | Buy |
148
+1
| +0.7% | +$203 | ﹤0.01% | 623 |
|
|
2021
Q4 | $33K | Buy |
147
+1
| +0.7% | +$224 | ﹤0.01% | 632 |
|
|
2021
Q3 | $25K | Sell |
146
-245
| -63% | -$42K | ﹤0.01% | 672 |
|
|
2021
Q2 | $64K | Sell |
391
-11
| -3% | -$1.8K | ﹤0.01% | 527 |
|
|
2021
Q1 | $53K | Sell |
402
-7
| -2% | -$923 | ﹤0.01% | 580 |
|
|
2020
Q4 | $47K | Sell |
409
-17
| -4% | -$1.95K | ﹤0.01% | 428 |
|
|
2020
Q3 | $46K | Buy |
426
+195
| +84% | +$21.1K | ﹤0.01% | 416 |
|
|
2020
Q2 | $21K | Buy |
231
+2
| +0.9% | +$182 | ﹤0.01% | 467 |
|
|
2020
Q1 | $22K | Buy |
229
+1
| +0.4% | +$96 | ﹤0.01% | 437 |
|
|
2019
Q4 | $24K | Sell |
228
-2
| -0.9% | -$211 | ﹤0.01% | 477 |
|
|
2019
Q3 | $26K | Sell |
230
-4
| -2% | -$452 | ﹤0.01% | 456 |
|
|
2019
Q2 | $25K | Buy |
234
+2
| +0.9% | +$214 | ﹤0.01% | 440 |
|
|
2019
Q1 | $23K | Buy |
232
+1
| +0.4% | +$99 | ﹤0.01% | 425 |
|
|
2018
Q4 | $21K | Buy |
231
+2
| +0.9% | +$182 | ﹤0.01% | 400 |
|
|
2018
Q3 | $20K | Sell |
229
-43
| -16% | -$3.76K | ﹤0.01% | 392 |
|
|
2018
Q2 | $27K | Buy |
272
+1
| +0.4% | +$99 | ﹤0.01% | 384 |
|
|
2018
Q1 | $24K | Sell |
271
-45
| -14% | -$3.99K | ﹤0.01% | 376 |
|
|
2017
Q4 | $28K | Buy |
316
+2
| +0.6% | +$177 | ﹤0.01% | 347 |
|
|
2017
Q3 | $25K | Buy |
+314
| New | +$25K | ﹤0.01% | 344 |
|
|
2017
Q1 | – | Sell |
-2,305
| Closed | -$178K | – | 344 |
|
|
2016
Q4 | $178K | Sell |
2,305
-600
| -21% | -$46.3K | 0.03% | 184 |
|
|
2016
Q3 | $231K | Buy |
+2,905
| New | +$231K | 0.04% | 164 |
|