Clifford Swan Investment Counsel’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 | $299K | Buy |
2,029
+2
| +0.1% | +$295 | 0.01% | 264 |
|
|
2025
Q1 | $301K | Hold |
2,027
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $303K | Hold |
2,027
| – | – | 0.01% | 268 |
|
|
2024
Q3 | $365K | Hold |
2,027
| – | – | 0.01% | 253 |
|
|
2024
Q2 | $315K | Hold |
2,027
| – | – | 0.01% | 258 |
|
|
2024
Q1 | $298K | Hold |
2,027
| – | – | 0.01% | 266 |
|
|
2023
Q4 | $325K | Sell |
2,027
-300
| -13% | -$48.1K | 0.01% | 253 |
|
|
2023
Q3 | $283K | Buy |
+2,327
| New | +$283K | 0.01% | 257 |
|