EFS
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Essex Financial Services’s Public Storage PSA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$355K Buy
1,211
+79
+7% +$23.2K 0.02% 497
2025
Q1
$339K Sell
1,132
-158
-12% -$47.3K 0.02% 469
2024
Q4
$386K Sell
1,290
-38
-3% -$11.4K 0.03% 431
2024
Q3
$445K Buy
1,328
+9
+0.7% +$3.01K 0.03% 402
2024
Q2
$413K Buy
1,319
+280
+27% +$87.7K 0.03% 407
2024
Q1
$301K Sell
1,039
-5
-0.5% -$1.45K 0.03% 422
2023
Q4
$319K Sell
1,044
-11
-1% -$3.36K 0.03% 386
2023
Q3
$278K Buy
1,055
+8
+0.8% +$2.11K 0.03% 384
2023
Q2
$306K Sell
1,047
-90
-8% -$26.3K 0.03% 366
2023
Q1
$343K Buy
1,137
+15
+1% +$4.53K 0.04% 353
2022
Q4
$314K Sell
1,122
-4
-0.4% -$1.12K 0.03% 353
2022
Q3
$330K Buy
1,126
+148
+15% +$43.4K 0.04% 323
2022
Q2
$306K Buy
978
+6
+0.6% +$1.88K 0.03% 348
2022
Q1
$379K Buy
972
+113
+13% +$44.1K 0.04% 324
2021
Q4
$322K Hold
859
0.03% 359
2021
Q3
$255K Hold
859
0.03% 383
2021
Q2
$258K Buy
+859
New +$258K 0.04% 364