Clifford Swan Investment Counsel’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $346K | Hold |
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|
2023
Q1 | $341K | Hold |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $396K | Hold |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $502K | Sell |
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|
2021
Q4 | $549K | Buy |
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|
2021
Q3 | $476K | Sell |
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|
2021
Q2 | $543K | Hold |
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|
2021
Q1 | $393K | Hold |
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|
2020
Q4 | $364K | Hold |
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|
2020
Q3 | $321K | Hold |
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|
2020
Q2 | $290K | Hold |
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|
2020
Q1 | $288K | Hold |
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|
2019
Q4 | $330K | Hold |
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|
2019
Q3 | $322K | Hold |
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|
2019
Q2 | $290K | Hold |
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|
2019
Q1 | $297K | Sell |
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|
2018
Q4 | $293K | Hold |
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|
2018
Q3 | $300K | Hold |
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|
2018
Q2 | $307K | Hold |
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|
2018
Q1 | $263K | Hold |
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|
2017
Q4 | $281K | Sell |
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|
2017
Q3 | $438K | Hold |
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|
2017
Q2 | $396K | Hold |
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|
2017
Q1 | $439K | Sell |
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|
2016
Q4 | $507K | Hold |
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|
2016
Q3 | $529K | Sell |
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|
2016
Q2 | $850K | Sell |
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|
2016
Q1 | $961K | Hold |
|
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|
2015
Q4 | $875K | Sell |
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|
2015
Q3 | $816K | Hold |
|
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|
2015
Q2 | $752K | Hold |
|
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|
2015
Q1 | $813K | Hold |
|
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|
2014
Q4 | $754K | Hold |
|
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|
2014
Q3 | $643K | Hold |
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|
2014
Q2 | $668K | Hold |
|
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|
2014
Q1 | $635K | Hold |
|
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|
2013
Q4 | $564K | Hold |
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|
2013
Q3 | $655K | Hold |
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|
2013
Q2 | $560K | Buy |
|