Cetera Investment Advisers’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Sell |
38,024
-1,283
| -3% | -$189K | 0.01% | 1121 |
|
|
2025
Q1 | $5.84M | Sell |
39,307
-4,707
| -11% | -$699K | 0.01% | 1022 |
|
|
2024
Q4 | $6.58M | Buy |
44,014
+744
| +2% | +$111K | 0.01% | 900 |
|
|
2024
Q3 | $7.8M | Sell |
43,270
-2,373
| -5% | -$428K | 0.02% | 800 |
|
|
2024
Q2 | $7.09M | Buy |
45,643
+193
| +0.4% | +$30K | 0.02% | 819 |
|
|
2024
Q1 | $6.68M | Buy |
45,450
+39,455
| +658% | +$5.8M | 0.02% | 835 |
|
|
2023
Q4 | $961K | Buy |
5,995
+885
| +17% | +$142K | 0.01% | 1122 |
|
|
2023
Q3 | $621K | Buy |
5,110
+1,536
| +43% | +$187K | 0.01% | 1313 |
|
|
2023
Q2 | $532K | Sell |
3,574
-522
| -13% | -$77.7K | ﹤0.01% | 1416 |
|
|
2023
Q1 | $667K | Sell |
4,096
-176
| -4% | -$28.7K | 0.01% | 1255 |
|
|
2022
Q4 | $629K | Buy |
4,272
+1,596
| +60% | +$235K | 0.01% | 1248 |
|
|
2022
Q3 | $462K | Buy |
2,676
+17
| +0.6% | +$2.94K | 0.01% | 1017 |
|
|
2022
Q2 | $452K | Buy |
2,659
+137
| +5% | +$23.3K | 0.01% | 1157 |
|
|
2022
Q1 | $519K | Buy |
2,522
+192
| +8% | +$39.5K | 0.01% | 1126 |
|
|
2021
Q4 | $528K | Sell |
2,330
-147
| -6% | -$33.3K | 0.01% | 1151 |
|
|
2021
Q3 | $416K | Buy |
2,477
+1,176
| +90% | +$198K | 0.01% | 1246 |
|
|
2021
Q2 | $213K | Buy |
+1,301
| New | +$213K | ﹤0.01% | 1634 |
|