IFP Advisors’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27
| Closed | -$3.59K | – | 3424 |
|
|
2023
Q3 | $3.59K | Hold |
27
| – | – | ﹤0.01% | 2638 |
|
|
2023
Q2 | $3.59K | Hold |
27
| – | – | ﹤0.01% | 2658 |
|
|
2023
Q1 | $2.5K | Sell |
27
-255
| -90% | -$29.5K | ﹤0.01% | 2823 |
|
|
2022
Q4 | $41K | Sell |
282
-430
| -60% | -$45K | ﹤0.01% | 2385 |
|
|
2022
Q3 | $85K | Buy |
712
+64
| +10% | +$7.85K | ﹤0.01% | 1981 |
|
|
2022
Q2 | $66K | Hold |
648
| – | – | ﹤0.01% | 1974 |
|
|
2022
Q1 | $66K | Buy |
648
+617
| +1,990% | +$83.1K | ﹤0.01% | 1974 |
|
|
2021
Q4 | $5K | Hold |
31
| – | – | ﹤0.01% | 2529 |
|
|
2021
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 2680 |
|
|
2021
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 2686 |
|
|
2021
Q1 | $2K | Sell |
31
-407
| -93% | -$33.8K | ﹤0.01% | 2740 |
|
|
2020
Q4 | $35K | Sell |
438
-11
| -2% | -$838 | ﹤0.01% | 1578 |
|
|
2020
Q3 | $31K | Buy |
449
+62
| +16% | +$4.2K | ﹤0.01% | 1466 |
|
|
2020
Q2 | $24K | Buy |
387
+3
| +0.8% | +$186 | ﹤0.01% | 1504 |
|
|
2020
Q1 | $23K | Buy |
384
+4
| +1% | +$286 | ﹤0.01% | 1439 |
|
|
2019
Q4 | $27K | Buy |
380
+3
| +0.8% | +$214 | ﹤0.01% | 1503 |
|
|
2019
Q3 | $26K | Buy |
+377
| New | +$25.6K | ﹤0.01% | 1658 |
|
|
2019
Q1 | – | Sell |
-615
| Closed | -$38K | – | 3623 |
|
|
2018
Q4 | $38K | Buy |
615
+6
| +1% | +$380 | ﹤0.01% | 1772 |
|
|
2018
Q3 | $39K | Buy |
609
+6
| +1% | +$389 | ﹤0.01% | 2037 |
|
|
2018
Q2 | $39K | Sell |
603
-105
| -15% | -$6.34K | ﹤0.01% | 2076 |
|
|
2018
Q1 | $42K | Hold |
708
| – | – | ﹤0.01% | 1927 |
|
|
2017
Q4 | $42K | Sell |
708
-62,070
| -99% | -$3.57M | ﹤0.01% | 1948 |
|
|
2017
Q3 | $3.42M | Sell |
62,778
-2,222
| -3% | -$111K | 0.14% | 170 |
|
|
2017
Q2 | $3.21M | Buy |
65,000
+14,490
| +29% | +$752K | 0.14% | 169 |
|
|
2017
Q1 | $2.77M | Buy |
50,510
+17,852
| +55% | +$1,000K | 0.12% | 187 |
|
|
2016
Q4 | $1.86M | Sell |
32,658
-459
| -1% | -$25.4K | 0.09% | 247 |
|
|
2016
Q3 | $1.96M | Buy |
33,117
+32,074
| +3,075% | +$2.05M | 0.1% | 225 |
|
|
2016
Q2 | $73K | Buy |
+1,043
| New | +$75.7K | ﹤0.01% | 1537 |
|
|
2016
Q1 | – | Sell |
-948
| Closed | -$68K | – | 3605 |
|
|
2015
Q4 | $68K | Buy |
+948
| New | +$63.4K | ﹤0.01% | 1427 |
|