D.A. Davidson & Co’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 | $279K | Hold |
1,895
| – | – | ﹤0.01% | 1234 |
|
|
2025
Q1 | $281K | Buy |
1,895
+127
| +7% | +$18.9K | ﹤0.01% | 1212 |
|
|
2024
Q4 | $264K | Buy |
1,768
+340
| +24% | +$50.9K | ﹤0.01% | 1245 |
|
|
2024
Q3 | $257K | Buy |
+1,428
| New | +$257K | ﹤0.01% | 1231 |
|
|
2024
Q1 | – | Sell |
-1,292
| Closed | -$207K | – | 1399 |
|
|
2023
Q4 | $207K | Buy |
+1,292
| New | +$207K | ﹤0.01% | 1251 |
|
|
2018
Q3 | – | Sell |
-2,577
| Closed | -$257K | – | 1171 |
|
|
2018
Q2 | $257K | Buy |
+2,577
| New | +$257K | 0.01% | 936 |
|
|
2018
Q1 | – | Sell |
-7,046
| Closed | -$616K | – | 1115 |
|
|
2017
Q4 | $616K | Sell |
7,046
-1,600
| -19% | -$140K | 0.01% | 604 |
|
|
2017
Q3 | $690K | Buy |
8,646
+1,021
| +13% | +$81.5K | 0.01% | 586 |
|
|
2017
Q2 | $594K | Buy |
7,625
+725
| +11% | +$56.5K | 0.01% | 577 |
|
|
2017
Q1 | $513K | Sell |
6,900
-300
| -4% | -$22.3K | 0.01% | 598 |
|
|
2016
Q4 | $556K | Sell |
7,200
-1,100
| -13% | -$84.9K | 0.01% | 622 |
|
|
2016
Q3 | $659K | Buy |
+8,300
| New | +$659K | 0.02% | 561 |
|