HAG
HighPoint Advisor Group’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
1,883
+320
| +20% | +$93.9K | 0.03% | 352 |
|
|
2025
Q1 | $458K | Buy |
1,563
+235
| +18% | +$68.9K | 0.03% | 380 |
|
|
2024
Q4 | $406K | Buy |
1,328
+64
| +5% | +$19.5K | 0.02% | 425 |
|
|
2024
Q3 | $409K | Sell |
1,264
-352
| -22% | -$114K | 0.02% | 401 |
|
|
2024
Q2 | $492K | Buy |
1,616
+203
| +14% | +$61.8K | 0.03% | 354 |
|
|
2024
Q1 | $391K | Sell |
1,413
-302
| -18% | -$83.6K | 0.03% | 410 |
|
|
2023
Q4 | $473K | Buy |
+1,715
| New | +$473K | 0.03% | 364 |
|
|
2022
Q2 | $380K | Buy |
+1,200
| New | +$380K | 0.04% | 346 |
|
|
2021
Q3 | $309K | Sell |
1,041
-71
| -6% | -$21.1K | 0.03% | 398 |
|
|
2021
Q2 | $334K | Buy |
1,112
+126
| +13% | +$37.8K | 0.03% | 379 |
|
|
2021
Q1 | $254K | Buy |
986
+36
| +4% | +$9.27K | 0.03% | 405 |
|
|
2020
Q4 | $225K | Sell |
950
-137
| -13% | -$32.4K | 0.03% | 407 |
|
|
2020
Q3 | $251K | Buy |
1,087
+3
| +0.3% | +$693 | 0.05% | 304 |
|
|
2020
Q2 | $216K | Buy |
+1,084
| New | +$216K | 0.05% | 303 |
|
|
2020
Q1 | – | Sell |
-1,073
| Closed | -$238K | – | 390 |
|
|
2019
Q4 | $238K | Buy |
1,073
+7
| +0.7% | +$1.55K | 0.05% | 302 |
|
|
2019
Q3 | $225K | Buy |
1,066
+52
| +5% | +$11K | 0.05% | 295 |
|
|
2019
Q2 | $246K | Buy |
1,014
+8
| +0.8% | +$1.94K | 0.06% | 276 |
|
|
2019
Q1 | $224K | Buy |
1,006
+16
| +2% | +$3.56K | 0.05% | 291 |
|
|
2018
Q4 | $205K | Sell |
990
-654
| -40% | -$135K | 0.05% | 289 |
|
|
2018
Q3 | $323K | Buy |
1,644
+51
| +3% | +$10K | 0.09% | 212 |
|
|
2018
Q2 | $352K | Sell |
1,593
-6
| -0.4% | -$1.33K | 0.1% | 213 |
|
|
2018
Q1 | $346K | Sell |
1,599
-37
| -2% | -$8.01K | 0.1% | 213 |
|
|
2017
Q4 | $310K | Buy |
1,636
+193
| +13% | +$36.6K | 0.09% | 216 |
|
|
2017
Q3 | $301K | Sell |
1,443
-4,724
| -77% | -$985K | 0.09% | 210 |
|
|
2017
Q2 | $282K | Hold |
6,167
| – | – | 0.09% | 216 |
|
|
2017
Q1 | $282K | Buy |
+6,167
| New | +$282K | 0.09% | 216 |
|