Checchi Capital 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 | $660K | Sell |
4,473
-340
| -7% | -$50.1K | 0.04% | 282 |
|
|
2025
Q1 | $715K | Buy |
4,813
+1,364
| +40% | +$203K | 0.04% | 263 |
|
|
2024
Q4 | $516K | Buy |
3,449
+75
| +2% | +$11.2K | 0.03% | 309 |
|
|
2024
Q3 | $608K | Sell |
3,374
-1
| -0% | -$180 | 0.03% | 284 |
|
|
2024
Q2 | $525K | Sell |
3,375
-41
| -1% | -$6.37K | 0.03% | 303 |
|
|
2024
Q1 | $502K | Buy |
3,416
+177
| +5% | +$26K | 0.04% | 321 |
|
|
2023
Q4 | $519K | Buy |
3,239
+142
| +5% | +$22.8K | 0.04% | 300 |
|
|
2023
Q3 | $377K | Buy |
3,097
+869
| +39% | +$106K | 0.03% | 352 |
|
|
2023
Q2 | $332K | Buy |
2,228
+407
| +22% | +$60.6K | 0.03% | 394 |
|
|
2023
Q1 | $297K | Sell |
1,821
-82
| -4% | -$13.4K | 0.03% | 418 |
|
|
2022
Q4 | $280K | Sell |
1,903
-175
| -8% | -$25.8K | 0.03% | 412 |
|
|
2022
Q3 | $359K | Buy |
2,078
+56
| +3% | +$9.68K | 0.03% | 333 |
|
|
2022
Q2 | $383K | Buy |
2,022
+487
| +32% | +$92.2K | 0.03% | 348 |
|
|
2022
Q1 | $316K | Buy |
1,535
+28
| +2% | +$5.76K | 0.03% | 389 |
|
|
2021
Q4 | $342K | Buy |
1,507
+82
| +6% | +$18.6K | 0.03% | 354 |
|
|
2021
Q3 | $239K | Buy |
1,425
+110
| +8% | +$18.4K | 0.02% | 424 |
|
|
2021
Q2 | $215K | Buy |
+1,315
| New | +$215K | 0.02% | 479 |
|
|
2016
Q3 | – | Sell |
-574
| Closed | -$53K | – | 669 |
|
|
2016
Q2 | $53K | Sell |
574
-131
| -19% | -$12.1K | 0.01% | 803 |
|
|
2016
Q1 | $66K | Buy |
+705
| New | +$66K | 0.01% | 732 |
|