D.A. Davidson & Co’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
9,910
-78
| -0.8% | -$22.9K | 0.02% | 485 |
|
|
2025
Q1 | $2.99M | Buy |
9,988
+686
| +7% | +$205K | 0.02% | 449 |
|
|
2024
Q4 | $2.79M | Buy |
9,302
+129
| +1% | +$38.6K | 0.02% | 465 |
|
|
2024
Q3 | $3.34M | Buy |
9,173
+252
| +3% | +$91.7K | 0.03% | 419 |
|
|
2024
Q2 | $2.57M | Sell |
8,921
-255
| -3% | -$73.4K | 0.02% | 469 |
|
|
2024
Q1 | $2.66M | Buy |
9,176
+814
| +10% | +$236K | 0.02% | 452 |
|
|
2023
Q4 | $2.55M | Sell |
8,362
-21
| -0.3% | -$6.41K | 0.03% | 438 |
|
|
2023
Q3 | $2.21M | Buy |
8,383
+2,264
| +37% | +$597K | 0.02% | 451 |
|
|
2023
Q2 | $1.79M | Buy |
6,119
+447
| +8% | +$130K | 0.02% | 511 |
|
|
2023
Q1 | $1.71M | Buy |
5,672
+4,252
| +299% | +$1.28M | 0.02% | 499 |
|
|
2022
Q4 | $399K | Sell |
1,420
-81
| -5% | -$22.8K | ﹤0.01% | 935 |
|
|
2022
Q3 | $438K | Sell |
1,501
-175
| -10% | -$51.1K | 0.01% | 858 |
|
|
2022
Q2 | $524K | Sell |
1,676
-25
| -1% | -$7.82K | 0.01% | 805 |
|
|
2022
Q1 | $664K | Sell |
1,701
-28
| -2% | -$10.9K | 0.01% | 777 |
|
|
2021
Q4 | $647K | Buy |
1,729
+666
| +63% | +$249K | 0.01% | 796 |
|
|
2021
Q3 | $316K | Buy |
1,063
+105
| +11% | +$31.2K | ﹤0.01% | 995 |
|
|
2021
Q2 | $288K | Sell |
958
-141
| -13% | -$42.4K | ﹤0.01% | 1007 |
|
|
2021
Q1 | $271K | Buy |
+1,099
| New | +$271K | ﹤0.01% | 987 |
|
|
2020
Q2 | – | Sell |
-1,122
| Closed | -$223K | – | 1003 |
|
|
2020
Q1 | $223K | Sell |
1,122
-207
| -16% | -$41.1K | ﹤0.01% | 839 |
|
|
2019
Q4 | $283K | Buy |
1,329
+405
| +44% | +$86.2K | ﹤0.01% | 845 |
|
|
2019
Q3 | $227K | Sell |
924
-2
| -0.2% | -$491 | ﹤0.01% | 881 |
|
|
2019
Q2 | $221K | Sell |
926
-674
| -42% | -$161K | ﹤0.01% | 867 |
|
|
2019
Q1 | $348K | Buy |
1,600
+93
| +6% | +$20.2K | 0.01% | 806 |
|
|
2018
Q4 | $305K | Sell |
1,507
-181
| -11% | -$36.6K | 0.01% | 813 |
|
|
2018
Q3 | $340K | Sell |
1,688
-194
| -10% | -$39.1K | 0.01% | 862 |
|
|
2018
Q2 | $427K | Sell |
1,882
-4
| -0.2% | -$908 | 0.01% | 759 |
|
|
2018
Q1 | $378K | Buy |
1,886
+569
| +43% | +$114K | 0.01% | 788 |
|
|
2017
Q4 | $275K | Buy |
+1,317
| New | +$275K | 0.01% | 883 |
|
|
2017
Q3 | – | Sell |
-885
| Closed | -$184K | – | 1766 |
|
|
2017
Q2 | $184K | Buy |
885
+170
| +24% | +$35.3K | ﹤0.01% | 996 |
|
|
2017
Q1 | $156K | Hold |
715
| – | – | ﹤0.01% | 1049 |
|
|
2016
Q4 | $159K | Sell |
715
-380
| -35% | -$84.5K | ﹤0.01% | 1098 |
|
|
2016
Q3 | $244K | Sell |
1,095
-100
| -8% | -$22.3K | 0.01% | 868 |
|
|
2016
Q2 | $305K | Buy |
1,195
+144
| +14% | +$36.8K | 0.01% | 703 |
|
|
2016
Q1 | $289K | Buy |
1,051
+123
| +13% | +$33.8K | 0.01% | 708 |
|
|
2015
Q4 | $228K | Buy |
928
+134
| +17% | +$32.9K | 0.01% | 795 |
|
|
2015
Q3 | $167K | Sell |
794
-1,934
| -71% | -$407K | 0.01% | 888 |
|
|
2015
Q2 | $500K | Sell |
2,728
-330
| -11% | -$60.5K | 0.02% | 572 |
|
|
2015
Q1 | $600K | Buy |
3,058
+437
| +17% | +$85.7K | 0.02% | 530 |
|
|
2014
Q4 | $482K | Sell |
2,621
-517
| -16% | -$95.1K | 0.02% | 582 |
|
|
2014
Q3 | $518K | Sell |
3,138
-324
| -9% | -$53.5K | 0.02% | 580 |
|
|
2014
Q2 | $590K | Buy |
3,462
+166
| +5% | +$28.3K | 0.02% | 550 |
|
|
2014
Q1 | $554K | Buy |
3,296
+377
| +13% | +$63.4K | 0.02% | 573 |
|
|
2013
Q4 | $437K | Buy |
2,919
+1,318
| +82% | +$197K | 0.02% | 617 |
|
|
2013
Q3 | $255K | Sell |
1,601
-1
| -0.1% | -$159 | 0.01% | 640 |
|
|
2013
Q2 | $244K | Buy |
+1,602
| New | +$244K | 0.01% | 621 |
|