Founders Financial Securities’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 | $1.51M | Buy |
5,149
+1,374
| +36% | +$403K | 0.11% | 182 |
|
|
2025
Q1 | $1.1M | Buy |
3,775
+385
| +11% | +$112K | 0.09% | 206 |
|
|
2024
Q4 | $1.02M | Sell |
3,390
-51
| -1% | -$15.3K | 0.09% | 180 |
|
|
2024
Q3 | $1.25M | Buy |
3,441
+40
| +1% | +$14.6K | 0.12% | 155 |
|
|
2024
Q2 | $978K | Sell |
3,401
-59
| -2% | -$17K | 0.09% | 184 |
|
|
2024
Q1 | $1M | Buy |
3,460
+245
| +8% | +$71.1K | 0.11% | 164 |
|
|
2023
Q4 | $980K | Buy |
3,215
+939
| +41% | +$286K | 0.11% | 167 |
|
|
2023
Q3 | $600K | Buy |
2,276
+639
| +39% | +$168K | 0.08% | 192 |
|
|
2023
Q2 | $478K | Buy |
+1,637
| New | +$478K | 0.06% | 220 |
|
|
2022
Q2 | – | Sell |
-520
| Closed | -$203K | – | 295 |
|
|
2022
Q1 | $203K | Buy |
+520
| New | +$203K | 0.04% | 255 |
|