Clifford Swan Investment Counsel’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$215K Sell
2025
Q2
$299K Buy
2025
Q1
$301K Hold
2024
Q4
$303K Hold
2024
Q3
$365K Hold
2024
Q2
$315K Hold
2024
Q1
$298K Hold
2023
Q4
$325K Sell
2023
Q3
$283K Buy