Davenport & 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 | $795K | Buy |
2,709
+110
| +4% | +$32.3K | ﹤0.01% | 739 |
|
|
2025
Q1 | $778K | Buy |
2,599
+17
| +0.7% | +$5.09K | ﹤0.01% | 703 |
|
|
2024
Q4 | $773K | Sell |
2,582
-20
| -0.8% | -$5.99K | ﹤0.01% | 692 |
|
|
2024
Q3 | $947K | Sell |
2,602
-5
| -0.2% | -$1.82K | 0.01% | 635 |
|
|
2024
Q2 | $750K | Buy |
2,607
+34
| +1% | +$9.78K | ﹤0.01% | 670 |
|
|
2024
Q1 | $746K | Buy |
2,573
+26
| +1% | +$7.54K | ﹤0.01% | 677 |
|
|
2023
Q4 | $777K | Buy |
2,547
+11
| +0.4% | +$3.35K | 0.01% | 635 |
|
|
2023
Q3 | $668K | Buy |
2,536
+95
| +4% | +$25K | 0.01% | 635 |
|
|
2023
Q2 | $712K | Buy |
2,441
+158
| +7% | +$46.1K | 0.01% | 636 |
|
|
2023
Q1 | $690K | Buy |
2,283
+107
| +5% | +$32.3K | 0.01% | 618 |
|
|
2022
Q4 | $610K | Buy |
2,176
+77
| +4% | +$21.6K | 0.01% | 614 |
|
|
2022
Q3 | $615K | Buy |
2,099
+137
| +7% | +$40.1K | 0.01% | 602 |
|
|
2022
Q2 | $613K | Buy |
1,962
+181
| +10% | +$56.6K | 0.01% | 616 |
|
|
2022
Q1 | $695K | Buy |
1,781
+5
| +0.3% | +$1.95K | ﹤0.01% | 631 |
|
|
2021
Q4 | $665K | Hold |
1,776
| – | – | ﹤0.01% | 664 |
|
|
2021
Q3 | $528K | Sell |
1,776
-60
| -3% | -$17.8K | ﹤0.01% | 703 |
|
|
2021
Q2 | $552K | Sell |
1,836
-100
| -5% | -$30.1K | ﹤0.01% | 623 |
|
|
2021
Q1 | $478K | Sell |
1,936
-59
| -3% | -$14.6K | ﹤0.01% | 544 |
|
|
2020
Q4 | $461K | Buy |
1,995
+129
| +7% | +$29.8K | ﹤0.01% | 543 |
|
|
2020
Q3 | $416K | Sell |
1,866
-100
| -5% | -$22.3K | ﹤0.01% | 504 |
|
|
2020
Q2 | $377K | Sell |
1,966
-50
| -2% | -$9.59K | ﹤0.01% | 508 |
|
|
2020
Q1 | $400K | Hold |
2,016
| – | – | 0.01% | 454 |
|
|
2019
Q4 | $429K | Buy |
2,016
+55
| +3% | +$11.7K | ﹤0.01% | 508 |
|
|
2019
Q3 | $467K | Hold |
1,961
| – | – | 0.01% | 459 |
|
|
2019
Q2 | $467K | Sell |
1,961
-4
| -0.2% | -$953 | 0.01% | 458 |
|
|
2019
Q1 | $428K | Sell |
1,965
-290
| -13% | -$63.2K | 0.01% | 456 |
|
|
2018
Q4 | $456K | Buy |
2,255
+20
| +0.9% | +$4.04K | 0.01% | 415 |
|
|
2018
Q3 | $451K | Sell |
2,235
-135
| -6% | -$27.2K | 0.01% | 465 |
|
|
2018
Q2 | $538K | Buy |
2,370
+231
| +11% | +$52.4K | 0.01% | 430 |
|
|
2018
Q1 | $429K | Buy |
2,139
+69
| +3% | +$13.8K | 0.01% | 484 |
|
|
2017
Q4 | $433K | Buy |
2,070
+110
| +6% | +$23K | 0.01% | 480 |
|
|
2017
Q3 | $419K | Sell |
1,960
-350
| -15% | -$74.9K | 0.01% | 475 |
|
|
2017
Q2 | $482K | Buy |
2,310
+260
| +13% | +$54.2K | 0.01% | 430 |
|
|
2017
Q1 | $458K | Hold |
2,050
| – | – | 0.01% | 419 |
|
|
2016
Q4 | $458K | Buy |
2,050
+170
| +9% | +$38K | 0.01% | 421 |
|
|
2016
Q3 | $420K | Hold |
1,880
| – | – | 0.01% | 427 |
|
|
2016
Q2 | $481K | Hold |
1,880
| – | – | 0.01% | 401 |
|
|
2016
Q1 | $519K | Hold |
1,880
| – | – | 0.01% | 369 |
|
|
2015
Q4 | $466K | Hold |
1,880
| – | – | 0.01% | 371 |
|
|
2015
Q3 | $398K | Hold |
1,880
| – | – | 0.01% | 396 |
|
|
2015
Q2 | $347K | Hold |
1,880
| – | – | 0.01% | 444 |
|
|
2015
Q1 | $371K | Sell |
1,880
-75
| -4% | -$14.8K | 0.01% | 443 |
|
|
2014
Q4 | $361K | Hold |
1,955
| – | – | 0.01% | 426 |
|
|
2014
Q3 | $324K | Sell |
1,955
-17
| -0.9% | -$2.82K | 0.01% | 435 |
|
|
2014
Q2 | $338K | Buy |
1,972
+100
| +5% | +$17.1K | 0.01% | 451 |
|
|
2014
Q1 | $315K | Hold |
1,872
| – | – | 0.01% | 453 |
|
|
2013
Q4 | $282K | Hold |
1,872
| – | – | 0.01% | 450 |
|
|
2013
Q3 | $301K | Sell |
1,872
-100
| -5% | -$16.1K | 0.01% | 428 |
|
|
2013
Q2 | $302K | Buy |
+1,972
| New | +$302K | 0.01% | 401 |
|