Caprock Group’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.41M | Buy |
4,698
+833
| +22% | +$249K | 0.04% | 369 |
|
|
2024
Q4 | $1.16M | Buy |
3,865
+809
| +26% | +$242K | 0.04% | 387 |
|
|
2024
Q3 | $1.11M | Buy |
3,056
+1,046
| +52% | +$381K | 0.04% | 370 |
|
|
2024
Q2 | $578K | Buy |
2,010
+525
| +35% | +$151K | 0.02% | 499 |
|
|
2024
Q1 | $431K | Buy |
1,485
+540
| +57% | +$157K | 0.02% | 458 |
|
|
2023
Q4 | $288K | Buy |
945
+11
| +1% | +$3.36K | 0.02% | 543 |
|
|
2023
Q3 | $246K | Sell |
934
-333
| -26% | -$87.8K | 0.02% | 555 |
|
|
2023
Q2 | $370K | Buy |
1,267
+78
| +7% | +$22.8K | 0.03% | 448 |
|
|
2023
Q1 | $359K | Sell |
1,189
-92
| -7% | -$27.8K | 0.03% | 445 |
|
|
2022
Q4 | $359K | Sell |
1,281
-379
| -23% | -$106K | 0.03% | 355 |
|
|
2022
Q3 | $486K | Sell |
1,660
-176
| -10% | -$51.5K | 0.05% | 281 |
|
|
2022
Q2 | $574K | Buy |
1,836
+420
| +30% | +$131K | 0.06% | 247 |
|
|
2022
Q1 | $553K | Buy |
1,416
+54
| +4% | +$21.1K | 0.05% | 266 |
|
|
2021
Q4 | $510K | Buy |
1,362
+278
| +26% | +$104K | 0.04% | 286 |
|
|
2021
Q3 | $322K | Buy |
1,084
+13
| +1% | +$3.86K | 0.03% | 353 |
|
|
2021
Q2 | $322K | Buy |
1,071
+171
| +19% | +$51.4K | 0.03% | 349 |
|
|
2021
Q1 | $222K | Sell |
900
-151
| -14% | -$37.2K | 0.02% | 427 |
|
|
2020
Q4 | $243K | Buy |
+1,051
| New | +$243K | 0.03% | 387 |
|
|
2016
Q4 | – | Sell |
-2,345
| Closed | -$523K | – | 383 |
|
|
2016
Q3 | $523K | Sell |
2,345
-474
| -17% | -$106K | 0.12% | 159 |
|
|
2016
Q2 | $721K | Sell |
2,819
-256
| -8% | -$65.5K | 0.18% | 133 |
|
|
2016
Q1 | $848K | Buy |
+3,075
| New | +$848K | 0.2% | 111 |
|