Copley Financial Group’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
$513K Sell
3,477
-204
-6% -$30.1K 0.38% 50
2025
Q1
$547K Buy
3,681
+26
+0.7% +$3.86K 0.42% 51
2024
Q4
$547K Sell
3,655
-5
-0.1% -$748 0.42% 49
2024
Q3
$659K Buy
+3,660
New +$659K 0.6% 32