Capital Analysts LLC’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23K | Sell |
84
-104
| -55% | -$29.8K | ﹤0.01% | 1102 |
|
|
2025
Q4 | $49K | Buy |
188
+8
| +4% | +$2.24K | ﹤0.01% | 922 |
|
|
2025
Q3 | $52K | Sell |
180
-1
| -0.6% | -$287 | ﹤0.01% | 870 |
|
|
2025
Q2 | $53K | Buy |
181
+1
| +0.6% | +$296 | ﹤0.01% | 794 |
|
|
2025
Q1 | $54K | Sell |
180
-29
| -14% | -$8.67K | ﹤0.01% | 769 |
|
|
2024
Q4 | $63K | Sell |
209
-518
| -71% | -$172K | ﹤0.01% | 706 |
|
|
2024
Q3 | $265K | Sell |
727
-7
| -1% | -$2.27K | 0.01% | 423 |
|
|
2024
Q2 | $211K | Sell |
734
-5
| -0.7% | -$1.38K | 0.01% | 450 |
|
|
2024
Q1 | $215K | Buy |
739
+1
| +0.1% | +$287 | 0.01% | 429 |
|
|
2023
Q4 | $225K | Sell |
738
-59
| -7% | -$15.7K | 0.01% | 402 |
|
|
2023
Q3 | $210K | Buy |
797
+544
| +215% | +$152K | 0.01% | 386 |
|
|
2023
Q2 | $74K | Buy |
253
+2
| +0.8% | +$583 | ﹤0.01% | 519 |
|
|
2023
Q1 | $76K | Sell |
251
-42
| -14% | -$12.3K | ﹤0.01% | 516 |
|
|
2022
Q4 | $82K | Sell |
293
-22
| -7% | -$6.42K | 0.01% | 537 |
|
|
2022
Q3 | $93K | Buy |
315
+10
| +3% | +$3.25K | 0.01% | 463 |
|
|
2022
Q2 | $95K | Buy |
305
+24
| +9% | +$8.31K | 0.01% | 437 |
|
|
2022
Q1 | $110K | Sell |
281
-25
| -8% | -$9.07K | 0.01% | 417 |
|
|
2021
Q4 | $114K | Buy |
306
+103
| +51% | +$34.4K | 0.01% | 422 |
|
|
2021
Q3 | $61K | Buy |
203
+103
| +103% | +$32.3K | ﹤0.01% | 548 |
|
|
2021
Q2 | $30K | Buy |
+100
| New | +$28K | ﹤0.01% | 617 |
|
|
2016
Q3 | – | Sell |
-3,244
| Closed | -$829K | – | 414 |
|
|
2016
Q2 | $829K | Buy |
3,244
+34
| +1% | +$8.73K | 0.17% | 100 |
|
|
2016
Q1 | $886K | Sell |
3,210
-691
| -18% | -$174K | 0.18% | 96 |
|
|
2015
Q4 | $967K | Sell |
3,901
-571
| -13% | -$134K | 0.2% | 98 |
|
|
2015
Q3 | $946K | Sell |
4,472
-1,107
| -20% | -$226K | 0.18% | 115 |
|
|
2015
Q2 | $1.03M | Sell |
5,579
-283
| -5% | -$54.3K | 0.21% | 102 |
|
|
2015
Q1 | $1.16M | Sell |
5,862
-223
| -4% | -$44.2K | 0.24% | 83 |
|
|
2014
Q4 | $1.12M | Buy |
6,085
+436
| +8% | +$78.9K | 0.25% | 86 |
|
|
2014
Q3 | $937K | Buy |
5,649
+202
| +4% | +$34.7K | 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% | +$809 | 0.24% | 91 |
|
|
2013
Q4 | $806K | Sell |
5,357
-140
| -3% | -$22.4K | 0.22% | 100 |
|
|
2013
Q3 | $883K | Buy |
5,497
+5,189
| +1,685% | +$822K | 0.26% | 93 |
|
|
2013
Q2 | $47.3K | Buy |
+308
| New | +$48.5K | 0.01% | 193 |
|
Other funds holding PSA
VPM
VCM
