HM Payson & Co’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
Q1 | $211K | Sell |
1,419
-150
| -10% | -$22.3K | ﹤0.01% | 401 |
|
|
2024
Q4 | $235K | Sell |
1,569
-3
| -0.2% | -$449 | ﹤0.01% | 390 |
|
|
2024
Q3 | $283K | Buy |
1,572
+1,422
| +948% | +$256K | ﹤0.01% | 361 |
|
|
2024
Q2 | $23.3K | Hold |
150
| – | – | ﹤0.01% | 730 |
|
|
2024
Q1 | $22.1K | Hold |
150
| – | – | ﹤0.01% | 733 |
|
|
2023
Q4 | $24.1K | Hold |
150
| – | – | ﹤0.01% | 707 |
|
|
2023
Q3 | $18.2K | Hold |
150
| – | – | ﹤0.01% | 749 |
|
|
2023
Q2 | $22.3K | Hold |
150
| – | – | ﹤0.01% | 704 |
|
|
2023
Q1 | $24.4K | Sell |
150
-50
| -25% | -$8.15K | ﹤0.01% | 683 |
|
|
2022
Q4 | $29.4K | Hold |
200
| – | – | ﹤0.01% | 630 |
|
|
2022
Q3 | $35K | Sell |
200
-54
| -21% | -$9.45K | ﹤0.01% | 629 |
|
|
2022
Q2 | $43K | Hold |
254
| – | – | ﹤0.01% | 603 |
|
|
2022
Q1 | $52K | Buy |
254
+50
| +25% | +$10.2K | ﹤0.01% | 592 |
|
|
2021
Q4 | $46K | Hold |
204
| – | – | ﹤0.01% | 619 |
|
|
2021
Q3 | $34K | Buy |
204
+17
| +9% | +$2.83K | ﹤0.01% | 661 |
|
|
2021
Q2 | $31K | Buy |
187
+37
| +25% | +$6.13K | ﹤0.01% | 669 |
|
|
2021
Q1 | $20K | Sell |
150
-300
| -67% | -$40K | ﹤0.01% | 756 |
|
|
2020
Q4 | $52K | Sell |
450
-7
| -2% | -$809 | ﹤0.01% | 602 |
|
|
2020
Q3 | $49K | Buy |
+457
| New | +$49K | ﹤0.01% | 566 |
|