Capstone Investment Advisors’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 | – | Hold |
0
| – | – | – | 1002 |
|
|
2025
Q1 | – | Sell |
-4,436
| Closed | -$1.33M | – | 782 |
|
|
2024
Q4 | $1.33M | Buy |
4,436
+2,091
| +89% | +$626K | ﹤0.01% | 332 |
|
|
2024
Q3 | $853K | Sell |
2,345
-306
| -12% | -$111K | ﹤0.01% | 309 |
|
|
2024
Q2 | $763K | Sell |
2,651
-98
| -4% | -$28.2K | ﹤0.01% | 408 |
|
|
2024
Q1 | $797K | Buy |
2,749
+2,262
| +464% | +$656K | ﹤0.01% | 633 |
|
|
2023
Q4 | $149K | Buy |
487
+36
| +8% | +$11K | ﹤0.01% | 909 |
|
|
2023
Q3 | $119K | Buy |
451
+95
| +27% | +$25K | ﹤0.01% | 1011 |
|
|
2023
Q2 | $104K | Buy |
+356
| New | +$104K | ﹤0.01% | 779 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 711 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 784 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 852 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1092 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1109 |
|
|
2021
Q4 | – | Sell |
-3,006
| Closed | -$893K | – | 1034 |
|
|
2021
Q3 | $893K | Buy |
+3,006
| New | +$893K | ﹤0.01% | 482 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 950 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 900 |
|
|
2020
Q4 | – | Sell |
-5,083
| Closed | -$1.13M | – | 748 |
|
|
2020
Q3 | $1.13M | Sell |
5,083
-21,291
| -81% | -$4.74M | 0.01% | 187 |
|
|
2020
Q2 | $5.06M | Buy |
26,374
+11,712
| +80% | +$2.25M | 0.03% | 63 |
|
|
2020
Q1 | $2.91M | Sell |
14,662
-6,350
| -30% | -$1.26M | 0.05% | 96 |
|
|
2019
Q4 | $4.48M | Buy |
+21,012
| New | +$4.48M | 0.02% | 108 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 535 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 548 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 513 |
|
|
2018
Q4 | – | Sell |
-1,058
| Closed | -$213K | – | 522 |
|
|
2018
Q3 | $213K | Buy |
1,058
+843
| +392% | +$170K | ﹤0.01% | 299 |
|
|
2018
Q2 | $49K | Buy |
+215
| New | +$49K | ﹤0.01% | 308 |
|