Greenleaf Trust’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 | $332K | Sell |
2,249
-360
| -14% | -$53.1K | ﹤0.01% | 596 |
|
|
2025
Q1 | $387K | Buy |
2,609
+449
| +21% | +$66.7K | ﹤0.01% | 566 |
|
|
2024
Q4 | $323K | Buy |
2,160
+282
| +15% | +$42.2K | ﹤0.01% | 630 |
|
|
2024
Q3 | $338K | Buy |
1,878
+30
| +2% | +$5.41K | ﹤0.01% | 623 |
|
|
2024
Q2 | $287K | Buy |
1,848
+42
| +2% | +$6.53K | ﹤0.01% | 638 |
|
|
2024
Q1 | $265K | Sell |
1,806
-29
| -2% | -$4.26K | ﹤0.01% | 648 |
|
|
2023
Q4 | $294K | Sell |
1,835
-750
| -29% | -$120K | ﹤0.01% | 597 |
|
|
2023
Q3 | $314K | Buy |
2,585
+882
| +52% | +$107K | ﹤0.01% | 560 |
|
|
2023
Q2 | $253K | Sell |
1,703
-324
| -16% | -$48.2K | ﹤0.01% | 647 |
|
|
2023
Q1 | $330K | Buy |
2,027
+563
| +38% | +$91.7K | ﹤0.01% | 570 |
|
|
2022
Q4 | $215K | Sell |
1,464
-297
| -17% | -$43.6K | ﹤0.01% | 682 |
|
|
2022
Q3 | $304K | Buy |
1,761
+181
| +11% | +$31.2K | ﹤0.01% | 531 |
|
|
2022
Q2 | $269K | Buy |
1,580
+66
| +4% | +$11.2K | ﹤0.01% | 587 |
|
|
2022
Q1 | $311K | Sell |
1,514
-48
| -3% | -$9.86K | ﹤0.01% | 579 |
|
|
2021
Q4 | $354K | Buy |
1,562
+21
| +1% | +$4.76K | ﹤0.01% | 545 |
|
|
2021
Q3 | $259K | Buy |
1,541
+109
| +8% | +$18.3K | ﹤0.01% | 617 |
|
|
2021
Q2 | $235K | Buy |
+1,432
| New | +$235K | ﹤0.01% | 653 |
|