Capital Analysts LLC’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
$53K Buy
181
+1
+0.6% +$293 ﹤0.01% 794
2025
Q1
$54K Sell
180
-29
-14% -$8.7K ﹤0.01% 769
2024
Q4
$63K Sell
209
-518
-71% -$156K ﹤0.01% 706
2024
Q3
$265K Sell
727
-7
-1% -$2.55K 0.01% 423
2024
Q2
$211K Sell
734
-5
-0.7% -$1.44K 0.01% 450
2024
Q1
$215K Buy
739
+1
+0.1% +$291 0.01% 429
2023
Q4
$225K Sell
738
-59
-7% -$18K 0.01% 402
2023
Q3
$210K Buy
797
+544
+215% +$143K 0.01% 386
2023
Q2
$74K Buy
253
+2
+0.8% +$585 ﹤0.01% 519
2023
Q1
$76K Sell
251
-42
-14% -$12.7K ﹤0.01% 516
2022
Q4
$82K Sell
293
-22
-7% -$6.16K 0.01% 537
2022
Q3
$93K Buy
315
+10
+3% +$2.95K 0.01% 463
2022
Q2
$95K Buy
305
+24
+9% +$7.48K 0.01% 437
2022
Q1
$110K Sell
281
-25
-8% -$9.79K 0.01% 417
2021
Q4
$114K Buy
306
+103
+51% +$38.4K 0.01% 422
2021
Q3
$61K Buy
203
+103
+103% +$31K ﹤0.01% 548
2021
Q2
$30K Buy
+100
New +$30K ﹤0.01% 617
2016
Q3
Sell
-3,244
Closed -$829K 414
2016
Q2
$829K Buy
3,244
+34
+1% +$8.69K 0.17% 100
2016
Q1
$886K Sell
3,210
-691
-18% -$191K 0.18% 96
2015
Q4
$967K Sell
3,901
-571
-13% -$141K 0.2% 98
2015
Q3
$946K Sell
4,472
-1,107
-20% -$234K 0.18% 115
2015
Q2
$1.03M Sell
5,579
-283
-5% -$52.2K 0.21% 102
2015
Q1
$1.16M Sell
5,862
-223
-4% -$44K 0.24% 83
2014
Q4
$1.12M Buy
6,085
+436
+8% +$80.6K 0.25% 86
2014
Q3
$937K Buy
5,649
+202
+4% +$33.5K 0.22% 96
2014
Q2
$933K Buy
5,447
+85
+2% +$14.6K 0.23% 95
2014
Q1
$904K Buy
5,362
+5
+0.1% +$843 0.24% 91
2013
Q4
$806K Sell
5,357
-140
-3% -$21.1K 0.22% 100
2013
Q3
$883K Buy
5,497
+5,189
+1,685% +$833K 0.26% 93
2013
Q2
$47.3K Buy
+308
New +$47.3K 0.01% 193