Colonial Trust Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Buy |
14,749
+567
| +4% | +$166K | 0.36% | 75 |
|
|
2025
Q1 | $4.24M | Buy |
14,182
+88
| +0.6% | +$26.3K | 0.38% | 74 |
|
|
2024
Q4 | $4.22M | Sell |
14,094
-170
| -1% | -$50.9K | 0.37% | 70 |
|
|
2024
Q3 | $5.19M | Buy |
14,264
+410
| +3% | +$149K | 0.45% | 64 |
|
|
2024
Q2 | $3.99M | Buy |
13,854
+378
| +3% | +$109K | 0.38% | 69 |
|
|
2024
Q1 | $3.91M | Sell |
13,476
-663
| -5% | -$192K | 0.39% | 68 |
|
|
2023
Q4 | $4.31M | Buy |
14,139
+1,358
| +11% | +$414K | 0.46% | 62 |
|
|
2023
Q3 | $3.37M | Buy |
12,781
+467
| +4% | +$123K | 0.39% | 66 |
|
|
2023
Q2 | $3.59M | Buy |
12,314
+12,311
| +410,367% | +$3.59M | 0.4% | 63 |
|
|
2023
Q1 | $906 | Sell |
3
-5
| -63% | -$1.51K | ﹤0.01% | 798 |
|
|
2022
Q4 | $2.24K | Buy |
+8
| New | +$2.24K | ﹤0.01% | 709 |
|