CSIC
Clifford Swan Investment Counsel’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.72M | Sell |
26,305
-1
| -0% | -$293 | 0.27% | 90 |
|
|
2025
Q1 | $7.87M | Hold |
26,306
| – | – | 0.29% | 87 |
|
|
2024
Q4 | $7.88M | Sell |
26,306
-360
| -1% | -$108K | 0.28% | 89 |
|
|
2024
Q3 | $9.7M | Hold |
26,666
| – | – | 0.34% | 77 |
|
|
2024
Q2 | $7.67M | Hold |
26,666
| – | – | 0.29% | 88 |
|
|
2024
Q1 | $7.73M | Hold |
26,666
| – | – | 0.29% | 90 |
|
|
2023
Q4 | $8.13M | Sell |
26,666
-56
| -0.2% | -$17.1K | 0.32% | 83 |
|
|
2023
Q3 | $7.04M | Buy |
26,722
+1
| +0% | +$264 | 0.3% | 86 |
|
|
2023
Q2 | $7.8M | Hold |
26,721
| – | – | 0.31% | 84 |
|
|
2023
Q1 | $8.07M | Hold |
26,721
| – | – | 0.34% | 85 |
|
|
2022
Q4 | $7.49M | Sell |
26,721
-2,005
| -7% | -$562K | 0.33% | 90 |
|
|
2022
Q3 | $8.41M | Hold |
28,726
| – | – | 0.39% | 69 |
|
|
2022
Q2 | $8.98M | Sell |
28,726
-184
| -0.6% | -$57.5K | 0.39% | 79 |
|
|
2022
Q1 | $11.3M | Sell |
28,910
-125
| -0.4% | -$48.8K | 0.42% | 68 |
|
|
2021
Q4 | $10.9M | Buy |
29,035
+250
| +0.9% | +$93.6K | 0.38% | 74 |
|
|
2021
Q3 | $9.55M | Hold |
28,785
| – | – | 0.35% | 80 |
|
|
2021
Q2 | $8.82M | Hold |
28,785
| – | – | 0.33% | 84 |
|
|
2021
Q1 | $7.1M | Hold |
28,785
| – | – | 0.29% | 93 |
|
|
2020
Q4 | $6.65M | Hold |
28,785
| – | – | 0.29% | 89 |
|
|
2020
Q3 | $6.41M | Buy |
28,785
+175
| +0.6% | +$39K | 0.31% | 85 |
|
|
2020
Q2 | $5.49M | Hold |
28,610
| – | – | 0.28% | 92 |
|
|
2020
Q1 | $5.68M | Buy |
28,610
+100
| +0.4% | +$19.9K | 0.35% | 87 |
|
|
2019
Q4 | $6.07M | Hold |
28,510
| – | – | 0.29% | 93 |
|
|
2019
Q3 | $6.99M | Buy |
28,510
+200
| +0.7% | +$49.1K | 0.36% | 83 |
|
|
2019
Q2 | $6.74M | Sell |
28,310
-150
| -0.5% | -$35.7K | 0.36% | 85 |
|
|
2019
Q1 | $6.2M | Sell |
28,460
-4,050
| -12% | -$882K | 0.33% | 89 |
|
|
2018
Q4 | $6.58M | Buy |
32,510
+300
| +0.9% | +$60.7K | 0.4% | 79 |
|
|
2018
Q3 | $6.49M | Hold |
32,210
| – | – | 0.34% | 87 |
|
|
2018
Q2 | $7.31M | Hold |
32,210
| – | – | 0.41% | 80 |
|
|
2018
Q1 | $6.45M | Buy |
32,210
+100
| +0.3% | +$20K | 0.36% | 84 |
|
|
2017
Q4 | $6.71M | Hold |
32,110
| – | – | 0.37% | 84 |
|
|
2017
Q3 | $6.87M | Buy |
32,110
+50
| +0.2% | +$10.7K | 0.42% | 79 |
|
|
2017
Q2 | $6.69M | Hold |
32,060
| – | – | 0.42% | 80 |
|
|
2017
Q1 | $7.02M | Sell |
32,060
-10,200
| -24% | -$2.23M | 0.45% | 70 |
|
|
2016
Q4 | $9.45M | Sell |
42,260
-2,537
| -6% | -$567K | 0.63% | 56 |
|
|
2016
Q3 | $10M | Buy |
44,797
+1,984
| +5% | +$443K | 0.68% | 54 |
|
|
2016
Q2 | $10.9M | Sell |
42,813
-1,000
| -2% | -$256K | 0.76% | 47 |
|
|
2016
Q1 | $12.1M | Sell |
43,813
-100
| -0.2% | -$27.6K | 0.82% | 42 |
|
|
2015
Q4 | $10.9M | Sell |
43,913
-376
| -0.8% | -$93.1K | 0.74% | 47 |
|
|
2015
Q3 | $9.37M | Hold |
44,289
| – | – | 0.67% | 52 |
|
|
2015
Q2 | $8.17M | Buy |
44,289
+980
| +2% | +$181K | 0.55% | 59 |
|
|
2015
Q1 | $8.54M | Hold |
43,309
| – | – | 0.56% | 59 |
|
|
2014
Q4 | $8.01M | Hold |
43,309
| – | – | 0.53% | 56 |
|
|
2014
Q3 | $7.18M | Hold |
43,309
| – | – | 0.49% | 62 |
|
|
2014
Q2 | $7.42M | Hold |
43,309
| – | – | 0.5% | 56 |
|
|
2014
Q1 | $7.3M | Hold |
43,309
| – | – | 0.51% | 57 |
|
|
2013
Q4 | $6.52M | Sell |
43,309
-50
| -0.1% | -$7.53K | 0.47% | 62 |
|
|
2013
Q3 | $6.96M | Hold |
43,359
| – | – | 0.56% | 52 |
|
|
2013
Q2 | $6.65M | Buy |
+43,359
| New | +$6.65M | 0.56% | 54 |
|