CAPTRUST Financial Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Buy |
12,077
+2,356
| +24% | +$691K | 0.01% | 725 |
|
|
2025
Q1 | $2.91M | Sell |
9,721
-93
| -0.9% | -$27.8K | 0.01% | 757 |
|
|
2024
Q4 | $2.94M | Buy |
9,814
+321
| +3% | +$96.1K | 0.01% | 721 |
|
|
2024
Q3 | $3.45M | Sell |
9,493
-4,355
| -31% | -$1.58M | 0.01% | 643 |
|
|
2024
Q2 | $3.98M | Sell |
13,848
-25,247
| -65% | -$7.26M | 0.01% | 565 |
|
|
2024
Q1 | $11.3M | Sell |
39,095
-7,617
| -16% | -$2.21M | 0.04% | 323 |
|
|
2023
Q4 | $14.2M | Sell |
46,712
-108,848
| -70% | -$33.2M | 0.05% | 299 |
|
|
2023
Q3 | $41M | Buy |
155,560
+10,083
| +7% | +$2.66M | 0.16% | 128 |
|
|
2023
Q2 | $42.5M | Buy |
145,477
+2,972
| +2% | +$867K | 0.17% | 119 |
|
|
2023
Q1 | $43.1M | Buy |
142,505
+10,099
| +8% | +$3.05M | 0.19% | 119 |
|
|
2022
Q4 | $37.1M | Buy |
132,406
+10,061
| +8% | +$2.82M | 0.19% | 119 |
|
|
2022
Q3 | $35.8M | Buy |
+122,345
| New | +$35.8M | 0.21% | 100 |
|