Hummer Financial Advisory Services’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 | $873K | Hold |
5,920
| – | – | 0.66% | 34 |
|
|
2025
Q1 | $879K | Hold |
5,920
| – | – | 0.71% | 33 |
|
|
2024
Q4 | $886K | Hold |
5,920
| – | – | 0.7% | 30 |
|
|
2024
Q3 | $1.07M | Buy |
5,920
+70
| +1% | +$12.6K | 0.84% | 26 |
|
|
2024
Q2 | $909K | Hold |
5,850
| – | – | 0.79% | 27 |
|
|
2024
Q1 | $860K | Hold |
5,850
| – | – | 0.71% | 30 |
|
|
2023
Q4 | $938K | Hold |
5,850
| – | – | 0.86% | 24 |
|
|
2023
Q3 | $711K | Hold |
5,850
| – | – | 0.73% | 29 |
|
|
2023
Q2 | $871K | Hold |
5,850
| – | – | 0.85% | 26 |
|
|
2023
Q1 | $953K | Sell |
5,850
-200
| -3% | -$32.6K | 1.01% | 23 |
|
|
2022
Q4 | $890K | Hold |
6,050
| – | – | 0.98% | 24 |
|
|
2022
Q3 | $1.05M | Hold |
6,050
| – | – | 1.23% | 18 |
|
|
2022
Q2 | $1.03M | Hold |
6,050
| – | – | 1.17% | 19 |
|
|
2022
Q1 | $1.24M | Hold |
6,050
| – | – | 1.12% | 16 |
|
|
2021
Q4 | $1.37M | Hold |
6,050
| – | – | 1.16% | 15 |
|
|
2021
Q3 | $1.02M | Sell |
6,050
-250
| -4% | -$42K | 0.94% | 22 |
|
|
2021
Q2 | $1.03M | Hold |
6,300
| – | – | 0.95% | 22 |
|
|
2021
Q1 | $835K | Hold |
6,300
| – | – | 0.81% | 28 |
|
|
2020
Q4 | $730K | Hold |
6,300
| – | – | 0.77% | 28 |
|
|
2020
Q3 | $674K | Hold |
6,300
| – | – | 0.79% | 26 |
|
|
2020
Q2 | $582K | Hold |
6,300
| – | – | 0.74% | 30 |
|
|
2020
Q1 | $603K | Sell |
6,300
-1,000
| -14% | -$95.7K | 0.91% | 25 |
|
|
2019
Q4 | $771K | Buy |
+7,300
| New | +$771K | 0.83% | 29 |
|