Clearstead Advisors’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 | $578K | Buy |
3,921
+967
| +33% | +$143K | 0.01% | 572 |
|
|
2025
Q1 | $439K | Sell |
2,954
-260
| -8% | -$38.6K | 0.01% | 609 |
|
|
2024
Q4 | $481K | Buy |
3,214
+583
| +22% | +$87.2K | 0.01% | 584 |
|
|
2024
Q3 | $474K | Buy |
2,631
+39
| +2% | +$7.03K | 0.01% | 589 |
|
|
2024
Q2 | $403K | Buy |
2,592
+2,433
| +1,530% | +$378K | 0.01% | 588 |
|
|
2024
Q1 | $23.5K | Sell |
159
-58
| -27% | -$8.58K | ﹤0.01% | 921 |
|
|
2023
Q4 | $34.8K | Sell |
217
-55
| -20% | -$8.82K | ﹤0.01% | 829 |
|
|
2023
Q3 | $33.1K | Buy |
272
+248
| +1,033% | +$30.2K | ﹤0.01% | 945 |
|
|
2023
Q2 | $3.57K | Sell |
24
-15
| -38% | -$2.23K | ﹤0.01% | 1082 |
|
|
2023
Q1 | $6.36K | Buy |
+39
| New | +$6.36K | ﹤0.01% | 1001 |
|
|
2022
Q4 | – | Sell |
-146
| Closed | -$25K | – | 1337 |
|
|
2022
Q3 | $25K | Buy |
146
+22
| +18% | +$3.77K | ﹤0.01% | 732 |
|
|
2022
Q2 | $21K | Buy |
+124
| New | +$21K | ﹤0.01% | 786 |
|
|
2021
Q4 | – | Sell |
-29
| Closed | -$5K | – | 1322 |
|
|
2021
Q3 | $5K | Buy |
29
+18
| +164% | +$3.1K | ﹤0.01% | 1016 |
|
|
2021
Q2 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 1037 |
|