Farther Finance Advisors’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 | $230K | Buy |
1,559
+95
| +6% | +$14K | ﹤0.01% | 1324 |
|
|
2025
Q1 | $216K | Buy |
1,464
+286
| +24% | +$42.3K | 0.01% | 1191 |
|
|
2024
Q4 | $176K | Sell |
1,178
-99
| -8% | -$14.8K | 0.01% | 1049 |
|
|
2024
Q3 | $230K | Buy |
1,277
+362
| +40% | +$65.2K | 0.01% | 938 |
|
|
2024
Q2 | $139K | Buy |
915
+129
| +16% | +$19.6K | 0.01% | 994 |
|
|
2024
Q1 | $115K | Sell |
786
-22
| -3% | -$3.23K | 0.01% | 894 |
|
|
2023
Q4 | $130K | Buy |
808
+496
| +159% | +$79.5K | 0.01% | 707 |
|
|
2023
Q3 | $37.9K | Buy |
312
+168
| +117% | +$20.4K | 0.01% | 867 |
|
|
2023
Q2 | $21.4K | Buy |
144
+15
| +12% | +$2.23K | ﹤0.01% | 977 |
|
|
2023
Q1 | $21K | Buy |
129
+36
| +39% | +$5.87K | 0.01% | 887 |
|
|
2022
Q4 | $13.7K | Buy |
+93
| New | +$13.7K | 0.01% | 849 |
|