Commonwealth Equity Services’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 |
-4,641
| Closed | -$617K | – | 3988 |
|
|
2023
Q2 | $617K | Buy |
4,641
+527
| +13% | +$70.1K | ﹤0.01% | 2443 |
|
|
2023
Q1 | $539 | Sell |
4,114
-76
| -2% | -$8.79K | ﹤0.01% | 2493 |
|
|
2022
Q4 | $412K | Buy |
4,190
+68
| +2% | +$7.12K | ﹤0.01% | 2628 |
|
|
2022
Q3 | $456K | Buy |
4,122
+478
| +13% | +$58.7K | ﹤0.01% | 2484 |
|
|
2022
Q2 | $406K | Buy |
3,644
+90
| +3% | +$11.1K | ﹤0.01% | 2574 |
|
|
2022
Q1 | $499K | Buy |
3,554
+441
| +14% | +$59.4K | ﹤0.01% | 2522 |
|
|
2021
Q4 | $476K | Buy |
3,113
+489
| +19% | +$65.3K | ﹤0.01% | 2558 |
|
|
2021
Q3 | $301K | Buy |
2,624
+377
| +17% | +$44.8K | ﹤0.01% | 2930 |
|
|
2021
Q2 | $241K | Buy |
+2,247
| New | +$221K | ﹤0.01% | 3109 |
|
|
2019
Q1 | – | Sell |
-9,143
| Closed | -$566K | – | 2797 |
|
|
2018
Q4 | $566K | Buy |
9,143
+12
| +0.1% | +$761 | ﹤0.01% | 1562 |
|
|
2018
Q3 | $579K | Sell |
9,131
-289
| -3% | -$18.7K | ﹤0.01% | 1694 |
|
|
2018
Q2 | $611K | Buy |
+9,420
| New | +$569K | ﹤0.01% | 1613 |
|
|
2017
Q2 | – | Sell |
-4,518
| Closed | -$247K | – | 2569 |
|
|
2017
Q1 | $247K | Sell |
4,518
-662
| -13% | -$37.1K | ﹤0.01% | 2003 |
|
|
2016
Q4 | $294K | Buy |
5,180
+543
| +12% | +$30.1K | ﹤0.01% | 1780 |
|
|
2016
Q3 | $275K | Buy |
4,637
+743
| +19% | +$47.5K | ﹤0.01% | 1775 |
|
|
2016
Q2 | $272K | Buy |
3,894
+880
| +29% | +$63.9K | ﹤0.01% | 1734 |
|
|
2016
Q1 | $237K | Buy |
+3,014
| New | +$219K | ﹤0.01% | 1797 |
|
Other funds holding LSI
Commonwealth Equity Services's LSI Position: Q3 2023 in Review
Commonwealth Equity Services sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 4,641 shares — an estimated $617K sold.
Commonwealth Equity Services first reported a position in LSI in Q1 2016 and held it in 17 quarters. The position peaked at $617K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.
- Commonwealth Equity Services reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
- Commonwealth Equity Services sold 4,641 Life Storage, Inc. shares in Q3 2023, an estimated $617K.
- Commonwealth Equity Services first reported a position in Life Storage, Inc. in Q1 2016 and held it in 17 quarters.
- Commonwealth Equity Services's Life Storage, Inc. position peaked at $617K in Q2 2023.
- 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.
Based on Commonwealth Equity Services's 13F filing for Q3 2023, filed 23 Oct 2023.