Creative Planning’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,013
| Closed | -$401K | – | 2960 |
|
|
2023
Q2 | $401K | Sell |
3,013
-30
| -1% | -$3.99K | ﹤0.01% | 1693 |
|
|
2023
Q1 | $399K | Buy |
3,043
+624
| +26% | +$81.8K | ﹤0.01% | 1615 |
|
|
2022
Q4 | $238K | Buy |
2,419
+248
| +11% | +$24.4K | ﹤0.01% | 1894 |
|
|
2022
Q3 | $240K | Buy |
+2,171
| New | +$240K | ﹤0.01% | 1776 |
|
|
2021
Q2 | – | Sell |
-4,652
| Closed | -$400K | – | 2398 |
|
|
2021
Q1 | $400K | Buy |
4,652
+455
| +11% | +$39.1K | ﹤0.01% | 1566 |
|
|
2020
Q4 | $334K | Buy |
4,197
+138
| +3% | +$11K | ﹤0.01% | 1526 |
|
|
2020
Q3 | $285K | Buy |
4,059
+258
| +7% | +$18.1K | ﹤0.01% | 1430 |
|
|
2020
Q2 | $241K | Buy |
3,801
+34
| +0.9% | +$2.16K | ﹤0.01% | 1413 |
|
|
2020
Q1 | $237K | Sell |
3,767
-540
| -13% | -$34K | ﹤0.01% | 1286 |
|
|
2019
Q4 | $311K | Sell |
4,307
-256
| -6% | -$18.5K | ﹤0.01% | 1376 |
|
|
2019
Q3 | $321K | Sell |
4,563
-71
| -2% | -$5K | ﹤0.01% | 1313 |
|
|
2019
Q2 | $294K | Hold |
4,634
| – | – | ﹤0.01% | 1383 |
|
|
2019
Q1 | $300K | Buy |
4,634
+630
| +16% | +$40.8K | ﹤0.01% | 1317 |
|
|
2018
Q4 | $248K | Hold |
4,004
| – | – | ﹤0.01% | 1342 |
|
|
2018
Q3 | $254K | Hold |
4,004
| – | – | ﹤0.01% | 1509 |
|
|
2018
Q2 | $260K | Hold |
4,004
| – | – | ﹤0.01% | 1439 |
|
|
2018
Q1 | $223K | Buy |
4,004
+59
| +1% | +$3.29K | ﹤0.01% | 1522 |
|
|
2017
Q4 | $234K | Sell |
3,945
-2,400
| -38% | -$142K | ﹤0.01% | 1495 |
|
|
2017
Q3 | $346K | Sell |
6,345
-30
| -0.5% | -$1.64K | ﹤0.01% | 1236 |
|
|
2017
Q2 | $315K | Buy |
6,375
+2,760
| +76% | +$136K | ﹤0.01% | 1258 |
|
|
2017
Q1 | $198K | Buy |
3,615
+90
| +3% | +$4.93K | ﹤0.01% | 1492 |
|
|
2016
Q4 | $200K | Sell |
3,525
-416
| -11% | -$23.6K | ﹤0.01% | 1404 |
|
|
2016
Q3 | $234K | Sell |
3,941
-270
| -6% | -$16K | ﹤0.01% | 1310 |
|
|
2016
Q2 | $294K | Buy |
4,211
+143
| +4% | +$9.98K | ﹤0.01% | 1057 |
|
|
2016
Q1 | $320K | Buy |
4,068
+2,268
| +126% | +$178K | ﹤0.01% | 953 |
|
|
2015
Q4 | $129K | Buy |
1,800
+150
| +9% | +$10.8K | ﹤0.01% | 1478 |
|
|
2015
Q3 | $104K | Buy |
+1,650
| New | +$104K | ﹤0.01% | 1566 |
|
|
2015
Q2 | – | Sell |
-1,650
| Closed | -$103K | – | 3091 |
|
|
2015
Q1 | $103K | Sell |
1,650
-336
| -17% | -$21K | ﹤0.01% | 1550 |
|
|
2014
Q4 | $115K | Buy |
1,986
+336
| +20% | +$19.5K | ﹤0.01% | 1467 |
|
|
2014
Q3 | $82K | Hold |
1,650
| – | – | ﹤0.01% | 1595 |
|
|
2014
Q2 | $85K | Hold |
1,650
| – | – | ﹤0.01% | 1528 |
|
|
2014
Q1 | $81K | Hold |
1,650
| – | – | ﹤0.01% | 1517 |
|
|
2013
Q4 | $72K | Hold |
1,650
| – | – | ﹤0.01% | 1382 |
|
|
2013
Q3 | $83K | Sell |
1,650
-1,500
| -48% | -$75.5K | ﹤0.01% | 1226 |
|
|
2013
Q2 | $136K | Buy |
+3,150
| New | +$136K | ﹤0.01% | 831 |
|