Concourse Financial Group Securities’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-143
| Closed | -$41.6K | – | 6200 |
|
|
2024
Q4 | $41.6K | Sell |
143
-286
| -67% | -$83.2K | ﹤0.01% | 1287 |
|
|
2024
Q3 | $156K | Sell |
429
-74
| -15% | -$26.9K | 0.01% | 807 |
|
|
2024
Q2 | $145K | Sell |
503
-19
| -4% | -$5.47K | 0.01% | 813 |
|
|
2024
Q1 | $151K | Sell |
522
-40
| -7% | -$11.6K | 0.01% | 775 |
|
|
2023
Q4 | $171K | Sell |
562
-9
| -2% | -$2.75K | 0.01% | 703 |
|
|
2023
Q3 | $150K | Sell |
571
-62
| -10% | -$16.3K | 0.01% | 709 |
|
|
2023
Q2 | $185K | Buy |
633
+31
| +5% | +$9.05K | 0.01% | 665 |
|
|
2023
Q1 | $182K | Sell |
602
-84
| -12% | -$25.4K | 0.01% | 671 |
|
|
2022
Q4 | $192K | Sell |
686
-206
| -23% | -$57.7K | 0.02% | 616 |
|
|
2022
Q3 | $261K | Sell |
892
-42
| -4% | -$12.3K | 0.02% | 479 |
|
|
2022
Q2 | $292K | Sell |
934
-93
| -9% | -$29.1K | 0.02% | 508 |
|
|
2022
Q1 | $401K | Sell |
1,027
-324
| -24% | -$127K | 0.03% | 471 |
|
|
2021
Q4 | $506K | Buy |
1,351
+97
| +8% | +$36.3K | 0.03% | 481 |
|
|
2021
Q3 | $373K | Sell |
1,254
-38
| -3% | -$11.3K | 0.02% | 535 |
|
|
2021
Q2 | $388K | Buy |
1,292
+199
| +18% | +$59.8K | 0.02% | 508 |
|
|
2021
Q1 | $270K | Buy |
1,093
+2
| +0.2% | +$494 | 0.02% | 587 |
|
|
2020
Q4 | $252K | Buy |
1,091
+116
| +12% | +$26.8K | 0.02% | 555 |
|
|
2020
Q3 | $217K | Hold |
975
| – | – | 0.02% | 528 |
|
|
2020
Q2 | $187K | Sell |
975
-5
| -0.5% | -$959 | 0.02% | 535 |
|
|
2020
Q1 | $195K | Sell |
980
-104
| -10% | -$20.7K | 0.02% | 470 |
|
|
2019
Q4 | $231K | Buy |
1,084
+833
| +332% | +$178K | 0.02% | 470 |
|
|
2019
Q3 | $62K | Sell |
251
-882
| -78% | -$218K | 0.02% | 555 |
|
|
2019
Q2 | $270K | Buy |
1,133
+44
| +4% | +$10.5K | 0.03% | 389 |
|
|
2019
Q1 | $237K | Hold |
1,089
| – | – | 0.02% | 429 |
|
|
2018
Q4 | $220K | Buy |
1,089
+1,080
| +12,000% | +$218K | 0.03% | 414 |
|
|
2018
Q3 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 1577 |
|