Dean Investment Associates’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 | $4.26M | Buy |
14,523
+116
| +0.8% | +$34K | 0.63% | 54 |
|
2025
Q1 | $4.31M | Sell |
14,407
-1,114
| -7% | -$333K | 0.64% | 43 |
|
2024
Q4 | $4.65M | Sell |
15,521
-1,293
| -8% | -$387K | 0.66% | 39 |
|
2024
Q3 | $6.12M | Sell |
16,814
-750
| -4% | -$273K | 0.83% | 22 |
|
2024
Q2 | $5.05M | Sell |
17,564
-965
| -5% | -$278K | 0.72% | 39 |
|
2024
Q1 | $5.37M | Sell |
18,529
-36
| -0.2% | -$10.4K | 0.74% | 40 |
|
2023
Q4 | $5.66M | Buy |
18,565
+12,321
| +197% | +$3.76M | 0.81% | 31 |
|
2023
Q3 | $1.65M | Sell |
6,244
-77
| -1% | -$20.3K | 0.27% | 155 |
|
2023
Q2 | $1.84M | Sell |
6,321
-246
| -4% | -$71.8K | 0.3% | 119 |
|
2023
Q1 | $1.98M | Sell |
6,567
-1,132
| -15% | -$342K | 0.32% | 112 |
|
2022
Q4 | $2.16M | Sell |
7,699
-94
| -1% | -$26.3K | 0.37% | 100 |
|
2022
Q3 | $2.28M | Sell |
7,793
-21
| -0.3% | -$6.15K | 0.47% | 87 |
|
2022
Q2 | $2.44M | Sell |
7,814
-390
| -5% | -$122K | 0.48% | 79 |
|
2022
Q1 | $3.2M | Sell |
8,204
-4,366
| -35% | -$1.7M | 0.57% | 64 |
|
2021
Q4 | $4.71M | Sell |
12,570
-1,757
| -12% | -$658K | 0.83% | 28 |
|
2021
Q3 | $4.26M | Sell |
14,327
-98
| -0.7% | -$29.1K | 0.8% | 29 |
|
2021
Q2 | $4.34M | Sell |
14,425
-4,620
| -24% | -$1.39M | 0.8% | 24 |
|
2021
Q1 | $4.7M | Sell |
19,045
-147
| -0.8% | -$36.3K | 0.89% | 18 |
|
2020
Q4 | $4.43M | Sell |
19,192
-853
| -4% | -$197K | 0.92% | 15 |
|
2020
Q3 | $4.46M | Buy |
20,045
+8,354
| +71% | +$1.86M | 1.07% | 11 |
|
2020
Q2 | $2.24M | Buy |
11,691
+9,083
| +348% | +$1.74M | 0.54% | 73 |
|
2020
Q1 | $518K | Buy |
2,608
+584
| +29% | +$116K | 0.11% | 206 |
|
2019
Q4 | $431K | Sell |
2,024
-263
| -11% | -$56K | 0.07% | 207 |
|
2019
Q3 | $561K | Sell |
2,287
-41
| -2% | -$10.1K | 0.08% | 203 |
|
2019
Q2 | $554K | Sell |
2,328
-22
| -0.9% | -$5.24K | 0.08% | 200 |
|
2019
Q1 | $512K | Sell |
2,350
-137
| -6% | -$29.8K | 0.07% | 199 |
|
2018
Q4 | $503K | Sell |
2,487
-186
| -7% | -$37.6K | 0.08% | 195 |
|
2018
Q3 | $539K | Sell |
2,673
-71
| -3% | -$14.3K | 0.08% | 204 |
|
2018
Q2 | $623K | Sell |
2,744
-78
| -3% | -$17.7K | 0.09% | 198 |
|
2018
Q1 | $566K | Sell |
2,822
-272
| -9% | -$54.6K | 0.08% | 197 |
|
2017
Q4 | $647K | Sell |
3,094
-49
| -2% | -$10.2K | 0.1% | 204 |
|
2017
Q3 | $673K | Sell |
3,143
-30
| -0.9% | -$6.42K | 0.1% | 187 |
|
2017
Q2 | $662K | Buy |
+3,173
| New | +$662K | 0.1% | 181 |
|