Greenleaf Trust’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 | $570K | Sell |
1,942
-90
| -4% | -$26.4K | 0.01% | 454 |
|
|
2025
Q1 | $608K | Buy |
2,032
+221
| +12% | +$66.1K | 0.01% | 452 |
|
|
2024
Q4 | $542K | Buy |
1,811
+75
| +4% | +$22.5K | ﹤0.01% | 489 |
|
|
2024
Q3 | $632K | Buy |
1,736
+7
| +0.4% | +$2.55K | 0.01% | 460 |
|
|
2024
Q2 | $497K | Sell |
1,729
-2
| -0.1% | -$575 | ﹤0.01% | 480 |
|
|
2024
Q1 | $502K | Buy |
1,731
+114
| +7% | +$33.1K | ﹤0.01% | 479 |
|
|
2023
Q4 | $493K | Sell |
1,617
-72
| -4% | -$22K | 0.01% | 468 |
|
|
2023
Q3 | $445K | Sell |
1,689
-69
| -4% | -$18.2K | 0.01% | 469 |
|
|
2023
Q2 | $513K | Sell |
1,758
-215
| -11% | -$62.8K | 0.01% | 443 |
|
|
2023
Q1 | $596K | Buy |
1,973
+183
| +10% | +$55.3K | 0.01% | 399 |
|
|
2022
Q4 | $502K | Sell |
1,790
-65
| -4% | -$18.2K | 0.01% | 446 |
|
|
2022
Q3 | $543K | Sell |
1,855
-192
| -9% | -$56.2K | 0.01% | 376 |
|
|
2022
Q2 | $640K | Sell |
2,047
-102
| -5% | -$31.9K | 0.01% | 325 |
|
|
2022
Q1 | $839K | Buy |
2,149
+422
| +24% | +$165K | 0.01% | 278 |
|
|
2021
Q4 | $647K | Buy |
1,727
+56
| +3% | +$21K | 0.01% | 349 |
|
|
2021
Q3 | $496K | Buy |
1,671
+121
| +8% | +$35.9K | 0.01% | 396 |
|
|
2021
Q2 | $466K | Buy |
1,550
+237
| +18% | +$71.3K | 0.01% | 413 |
|
|
2021
Q1 | $324K | Buy |
1,313
+324
| +33% | +$80K | ﹤0.01% | 519 |
|
|
2020
Q4 | $228K | Buy |
+989
| New | +$228K | ﹤0.01% | 561 |
|
|
2020
Q1 | – | Sell |
-981
| Closed | -$209K | – | 570 |
|
|
2019
Q4 | $209K | Sell |
981
-194
| -17% | -$41.3K | ﹤0.01% | 508 |
|
|
2019
Q3 | $288K | Buy |
1,175
+135
| +13% | +$33.1K | ﹤0.01% | 420 |
|
|
2019
Q2 | $248K | Buy |
+1,040
| New | +$248K | ﹤0.01% | 453 |
|
|
2018
Q1 | – | Sell |
-103
| Closed | -$22K | – | 635 |
|
|
2017
Q4 | $22K | Hold |
103
| – | – | ﹤0.01% | 580 |
|
|
2017
Q3 | $22K | Buy |
+103
| New | +$22K | ﹤0.01% | 563 |
|