Fiduciary Group’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 | $305K | Hold |
2,071
| – | – | 0.03% | 240 |
|
|
2025
Q1 | $308K | Buy |
2,071
+35
| +2% | +$5.2K | 0.03% | 232 |
|
|
2024
Q4 | $305K | Sell |
2,036
-46
| -2% | -$6.88K | 0.03% | 233 |
|
|
2024
Q3 | $375K | Sell |
2,082
-6
| -0.3% | -$1.08K | 0.04% | 220 |
|
|
2024
Q2 | $324K | Buy |
2,088
+29
| +1% | +$4.51K | 0.03% | 224 |
|
|
2024
Q1 | $303K | Hold |
2,059
| – | – | 0.03% | 227 |
|
|
2023
Q4 | $330K | Sell |
2,059
-1,187
| -37% | -$190K | 0.04% | 215 |
|
|
2023
Q3 | $395K | Buy |
+3,246
| New | +$395K | 0.05% | 182 |
|
|
2022
Q3 | – | Sell |
-1,168
| Closed | -$242K | – | 237 |
|
|
2022
Q2 | $242K | Hold |
1,168
| – | – | 0.03% | 218 |
|
|
2022
Q1 | $204K | Hold |
1,168
| – | – | 0.03% | 222 |
|
|
2021
Q4 | $265K | Hold |
1,168
| – | – | 0.03% | 208 |
|
|
2021
Q3 | $219K | Hold |
1,168
| – | – | 0.02% | 228 |
|
|
2021
Q2 | $205K | Buy |
+1,168
| New | +$205K | 0.02% | 234 |
|