Hummer Financial Advisory Services’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$834K Hold
2025
Q2
$873K Hold
2025
Q1
$879K Hold
2024
Q4
$886K Hold
2024
Q3
$1.07M Buy
2024
Q2
$909K Hold
2024
Q1
$860K Hold
2023
Q4
$938K Hold
2023
Q3
$711K Hold
2023
Q2
$871K Hold
2023
Q1
$953K Sell
2022
Q4
$890K Hold
2022
Q3
$1.04M Hold
2022
Q2
$1.03M Hold
2022
Q1
$1.24M Hold
2021
Q4
$1.37M Hold
2021
Q3
$1.02M Sell
2021
Q2
$1.03M Hold
2021
Q1
$835K Hold
2020
Q4
$730K Hold
2020
Q3
$674K Hold
2020
Q2
$582K Hold
2020
Q1
$603K Sell
2019
Q4
$771K Buy