Curtis Advisory Group’s Life Storage, Inc. LSI Stock Holding History

Curtis Advisory Group’s Portfolio LSI Stock Details LSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,080	Closed	-$277K	–	94
2023 Q2	$277K	Sell	2,080 -393	-16%	-$52.3K	0.09%	73
2023 Q1	$324K	Buy	2,473 +129	+6%	+$14.9K	0.12%	67
2022 Q4	$231K	Sell	2,344 -146	-6%	-$15.3K	0.09%	80
2022 Q3	$276K	Hold	2,490	–	–	0.11%	73
2022 Q2	$278K	Sell	2,490 -238	-9%	-$29.4K	0.11%	73
2022 Q1	$383K	Sell	2,728 -397	-13%	-$53.5K	0.13%	55
2021 Q4	$479K	Hold	3,125	–	–	0.16%	53
2021 Q3	$359K	Hold	3,125	–	–	0.13%	52
2021 Q2	$335K	Buy	3,125 +411	+15%	+$40.4K	0.15%	56
2021 Q1	$233K	Sell	2,714 -249	-8%	-$20.7K	0.1%	65
2020 Q4	$236K	Buy	+2,963	New	+$226K	0.11%	64

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Curtis Advisory Group's LSI Position: Q3 2023 in Review

Curtis Advisory Group sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,080 shares — an estimated $277K sold.

Curtis Advisory Group first reported a position in LSI in Q4 2020 and held it in 11 quarters. The position peaked at $479K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Curtis Advisory Group reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Curtis Advisory Group sold 2,080 Life Storage, Inc. shares in Q3 2023, an estimated $277K.
Curtis Advisory Group first reported a position in Life Storage, Inc. in Q4 2020 and held it in 11 quarters.
Curtis Advisory Group's Life Storage, Inc. position peaked at $479K in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Curtis Advisory Group's 13F filing for Q3 2023, filed 1 Nov 2023.