Commonwealth Equity Services’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 | $3.07M | Sell |
20,805
-854
| -4% | -$126K | ﹤0.01% | 1678 |
|
2025
Q1 | $3.22M | Buy |
21,659
+597
| +3% | +$88.6K | ﹤0.01% | 1586 |
|
2024
Q4 | $3.15M | Buy |
21,062
+425
| +2% | +$63.6K | ﹤0.01% | 1540 |
|
2024
Q3 | $3.72M | Buy |
20,637
+318
| +2% | +$57.3K | 0.01% | 1422 |
|
2024
Q2 | $3.16M | Sell |
20,319
-253
| -1% | -$39.3K | 0.01% | 1496 |
|
2024
Q1 | $3.02M | Buy |
20,572
+1,472
| +8% | +$216K | 0.01% | 1495 |
|
2023
Q4 | $3.06M | Buy |
19,100
+4,021
| +27% | +$645K | 0.01% | 1420 |
|
2023
Q3 | $1.83M | Buy |
15,079
+3,574
| +31% | +$434K | ﹤0.01% | 1664 |
|
2023
Q2 | $1.71M | Buy |
11,505
+200
| +2% | +$29.8K | ﹤0.01% | 1732 |
|
2023
Q1 | $1.84K | Sell |
11,305
-18,811
| -62% | -$3.07K | ﹤0.01% | 1612 |
|
2022
Q4 | $4.43M | Sell |
30,116
-4,537
| -13% | -$668K | 0.01% | 1027 |
|
2022
Q3 | $5.98M | Buy |
34,653
+19,279
| +125% | +$3.33M | 0.02% | 802 |
|
2022
Q2 | $2.62M | Buy |
15,374
+102
| +0.7% | +$17.3K | 0.01% | 1258 |
|
2022
Q1 | $3.14M | Buy |
15,272
+2,603
| +21% | +$535K | 0.01% | 1205 |
|
2021
Q4 | $2.87M | Buy |
12,669
+1,237
| +11% | +$280K | 0.01% | 1254 |
|
2021
Q3 | $1.92M | Buy |
11,432
+1,169
| +11% | +$196K | ﹤0.01% | 1455 |
|
2021
Q2 | $1.68M | Buy |
10,263
+573
| +6% | +$93.9K | ﹤0.01% | 1548 |
|
2021
Q1 | $1.28M | Buy |
9,690
+127
| +1% | +$16.8K | ﹤0.01% | 1620 |
|
2020
Q4 | $1.11M | Buy |
9,563
+6,561
| +219% | +$760K | ﹤0.01% | 1588 |
|
2020
Q3 | $321K | Sell |
3,002
-267
| -8% | -$28.6K | ﹤0.01% | 2301 |
|
2020
Q2 | $302K | Buy |
3,269
+34
| +1% | +$3.14K | ﹤0.01% | 2271 |
|
2020
Q1 | $309K | Sell |
3,235
-98
| -3% | -$9.36K | ﹤0.01% | 2044 |
|
2019
Q4 | $352K | Sell |
3,333
-74
| -2% | -$7.82K | ﹤0.01% | 2180 |
|
2019
Q3 | $398K | Sell |
3,407
-9
| -0.3% | -$1.05K | ﹤0.01% | 2000 |
|
2019
Q2 | $362K | Buy |
3,416
+8
| +0.2% | +$848 | ﹤0.01% | 2050 |
|
2019
Q1 | $347K | Sell |
3,408
-6,901
| -67% | -$703K | ﹤0.01% | 2029 |
|
2018
Q4 | $932K | Sell |
10,309
-1,276
| -11% | -$115K | 0.01% | 1247 |
|
2018
Q3 | $1M | Buy |
11,585
+6,829
| +144% | +$591K | ﹤0.01% | 1298 |
|
2018
Q2 | $475K | Buy |
4,756
+564
| +13% | +$56.3K | ﹤0.01% | 1785 |
|
2018
Q1 | $366K | Buy |
4,192
+316
| +8% | +$27.6K | ﹤0.01% | 1919 |
|
2017
Q4 | $339K | Buy |
3,876
+809
| +26% | +$70.8K | ﹤0.01% | 1959 |
|
2017
Q3 | $245K | Buy |
+3,067
| New | +$245K | ﹤0.01% | 2119 |
|
2017
Q2 | – | Sell |
-3,515
| Closed | -$261K | – | 2532 |
|
2017
Q1 | $261K | Sell |
3,515
-704
| -17% | -$52.3K | ﹤0.01% | 1951 |
|
2016
Q4 | $326K | Sell |
4,219
-1,623
| -28% | -$125K | ﹤0.01% | 1720 |
|
2016
Q3 | $464K | Buy |
5,842
+715
| +14% | +$56.8K | ﹤0.01% | 1426 |
|
2016
Q2 | $474K | Sell |
5,127
-144
| -3% | -$13.3K | ﹤0.01% | 1387 |
|
2016
Q1 | $493K | Buy |
5,271
+2,670
| +103% | +$250K | ﹤0.01% | 1329 |
|
2015
Q4 | $229K | Buy |
+2,601
| New | +$229K | ﹤0.01% | 1788 |
|