J.W. Coons Advisors’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 | $1.5M | Buy |
10,163
+951
| +10% | +$140K | 0.34% | 71 |
|
|
2025
Q1 | $1.37M | Buy |
9,212
+378
| +4% | +$56.1K | 0.36% | 69 |
|
|
2024
Q4 | $1.32M | Sell |
8,834
-51
| -0.6% | -$7.63K | 0.34% | 70 |
|
|
2024
Q3 | $1.6M | Sell |
8,885
-43
| -0.5% | -$7.75K | 0.4% | 60 |
|
|
2024
Q2 | $1.39M | Buy |
8,928
+2,132
| +31% | +$331K | 0.34% | 63 |
|
|
2024
Q1 | $999K | Sell |
6,796
-264
| -4% | -$38.8K | 0.23% | 88 |
|
|
2023
Q4 | $1.13M | Buy |
7,060
+131
| +2% | +$21K | 0.31% | 78 |
|
|
2023
Q3 | $842K | Buy |
6,929
+4,155
| +150% | +$505K | 0.24% | 94 |
|
|
2023
Q2 | $413K | Hold |
2,774
| – | – | 0.11% | 156 |
|
|
2023
Q1 | $452K | Sell |
2,774
-25
| -0.9% | -$4.07K | 0.13% | 149 |
|
|
2022
Q4 | $412K | Buy |
2,799
+32
| +1% | +$4.71K | 0.12% | 155 |
|
|
2022
Q3 | $478K | Sell |
2,767
-100
| -3% | -$17.3K | 0.18% | 133 |
|
|
2022
Q2 | $490K | Sell |
2,867
-277
| -9% | -$47.3K | 0.17% | 140 |
|
|
2022
Q1 | $656K | Buy |
3,144
+20
| +0.6% | +$4.17K | 0.2% | 128 |
|
|
2021
Q4 | $710K | Sell |
3,124
-375
| -11% | -$85.2K | 0.21% | 117 |
|
|
2021
Q3 | $586K | Buy |
3,499
+287
| +9% | +$48.1K | 0.2% | 126 |
|
|
2021
Q2 | $524K | Buy |
3,212
+5
| +0.2% | +$816 | 0.19% | 134 |
|
|
2021
Q1 | $426K | Sell |
3,207
-10
| -0.3% | -$1.33K | 0.15% | 147 |
|
|
2020
Q4 | $375K | Buy |
3,217
+15
| +0.5% | +$1.75K | 0.14% | 146 |
|
|
2020
Q3 | $343K | Sell |
3,202
-35
| -1% | -$3.75K | 0.14% | 147 |
|
|
2020
Q2 | $297K | Sell |
3,237
-19
| -0.6% | -$1.74K | 0.13% | 151 |
|
|
2020
Q1 | $314K | Buy |
+3,256
| New | +$314K | 0.16% | 142 |
|