Farther Finance Advisors’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 | $684K | Buy |
2,332
+86
| +4% | +$25.2K | 0.01% | 754 |
|
2025
Q1 | $671K | Buy |
2,246
+499
| +29% | +$149K | 0.02% | 655 |
|
2024
Q4 | $523K | Sell |
1,747
-315
| -15% | -$94.3K | 0.02% | 563 |
|
2024
Q3 | $750K | Buy |
2,062
+132
| +7% | +$48K | 0.03% | 444 |
|
2024
Q2 | $547K | Buy |
1,930
+1,121
| +139% | +$317K | 0.03% | 456 |
|
2024
Q1 | $232K | Sell |
809
-155
| -16% | -$44.4K | 0.01% | 641 |
|
2023
Q4 | $294K | Buy |
964
+173
| +22% | +$52.8K | 0.02% | 454 |
|
2023
Q3 | $208K | Buy |
791
+207
| +35% | +$54.6K | 0.03% | 376 |
|
2023
Q2 | $170K | Buy |
584
+334
| +134% | +$97.5K | 0.04% | 338 |
|
2023
Q1 | $75.5K | Buy |
250
+2
| +0.8% | +$604 | 0.02% | 488 |
|
2022
Q4 | $69.5K | Buy |
+248
| New | +$69.5K | 0.03% | 415 |
|