IFP Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,103
+8
| +0.3% | +$2.68K | 0.03% | 566 |
|
|
2025
Q1 | $926K | Buy |
3,095
+411
| +15% | +$123K | 0.03% | 579 |
|
|
2024
Q4 | $804K | Buy |
2,684
+210
| +8% | +$62.9K | 0.03% | 580 |
|
|
2024
Q3 | $900K | Sell |
2,474
-167
| -6% | -$60.8K | 0.03% | 505 |
|
|
2024
Q2 | $760K | Buy |
2,641
+285
| +12% | +$82K | 0.03% | 518 |
|
|
2024
Q1 | $684K | Buy |
2,356
+874
| +59% | +$254K | 0.03% | 518 |
|
|
2023
Q4 | $452K | Buy |
1,482
+160
| +12% | +$48.8K | 0.02% | 609 |
|
|
2023
Q3 | $349K | Buy |
1,322
+242
| +22% | +$63.9K | 0.02% | 719 |
|
|
2023
Q2 | $315K | Buy |
1,080
+641
| +146% | +$187K | 0.01% | 825 |
|
|
2023
Q1 | $60K | Sell |
439
-428
| -49% | -$58.5K | ﹤0.01% | 1488 |
|
|
2022
Q4 | $129K | Sell |
867
-2,026
| -70% | -$301K | ﹤0.01% | 1607 |
|
|
2022
Q3 | $429K | Buy |
2,893
+82
| +3% | +$12.2K | 0.01% | 1000 |
|
|
2022
Q2 | $415K | Hold |
2,811
| – | – | 0.01% | 921 |
|
|
2022
Q1 | $415K | Buy |
2,811
+2,176
| +343% | +$321K | 0.01% | 921 |
|
|
2021
Q4 | $240K | Sell |
635
-7
| -1% | -$2.65K | ﹤0.01% | 857 |
|
|
2021
Q3 | $192K | Sell |
642
-8
| -1% | -$2.39K | ﹤0.01% | 939 |
|
|
2021
Q2 | $196K | Buy |
650
+120
| +23% | +$36.2K | ﹤0.01% | 919 |
|
|
2021
Q1 | $130K | Buy |
530
+65
| +14% | +$15.9K | ﹤0.01% | 1044 |
|
|
2020
Q4 | $109K | Sell |
465
-45
| -9% | -$10.5K | ﹤0.01% | 1091 |
|
|
2020
Q3 | $113K | Sell |
510
-19
| -4% | -$4.21K | 0.01% | 936 |
|
|
2020
Q2 | $102K | Buy |
529
+83
| +19% | +$16K | 0.01% | 918 |
|
|
2020
Q1 | $84K | Sell |
446
-52
| -10% | -$9.79K | 0.01% | 907 |
|
|
2019
Q4 | $106K | Sell |
498
-572
| -53% | -$122K | 0.01% | 919 |
|
|
2019
Q3 | $263K | Buy |
+1,070
| New | +$263K | 0.02% | 677 |
|
|
2019
Q1 | $87K | Sell |
401
-9,405
| -96% | -$2.04M | 0.01% | 740 |
|
|
2018
Q4 | $1.98M | Sell |
9,806
-122
| -1% | -$24.6K | 0.12% | 189 |
|
|
2018
Q3 | $2M | Buy |
9,928
+545
| +6% | +$110K | 0.08% | 259 |
|
|
2018
Q2 | $2.13M | Buy |
9,383
+1,184
| +14% | +$269K | 0.09% | 236 |
|
|
2018
Q1 | $1.71M | Hold |
8,199
| – | – | 0.08% | 265 |
|
|
2017
Q4 | $1.71M | Sell |
8,199
-2,550
| -24% | -$533K | 0.08% | 263 |
|
|
2017
Q3 | $2.3M | Sell |
10,749
-1,663
| -13% | -$356K | 0.09% | 240 |
|
|
2017
Q2 | $2.59M | Buy |
12,412
+3,348
| +37% | +$698K | 0.11% | 208 |
|
|
2017
Q1 | $1.98M | Buy |
9,064
+5,147
| +131% | +$1.13M | 0.09% | 255 |
|
|
2016
Q4 | $876K | Buy |
3,917
+1,324
| +51% | +$296K | 0.04% | 423 |
|
|
2016
Q3 | $579K | Sell |
2,593
-576
| -18% | -$129K | 0.03% | 506 |
|
|
2016
Q2 | $810K | Buy |
3,169
+2,768
| +690% | +$708K | 0.05% | 400 |
|
|
2016
Q1 | $87K | Sell |
401
-1,183
| -75% | -$257K | 0.01% | 740 |
|
|
2015
Q4 | $392K | Buy |
+1,584
| New | +$392K | 0.03% | 555 |
|