Jacobi Capital Management’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 | $566K | Buy |
1,928
+122
| +7% | +$35.8K | 0.04% | 351 |
|
|
2025
Q1 | $541K | Buy |
1,806
+58
| +3% | +$17.4K | 0.04% | 342 |
|
|
2024
Q4 | $524K | Buy |
1,748
+14
| +0.8% | +$4.19K | 0.04% | 332 |
|
|
2024
Q3 | $631K | Buy |
1,734
+17
| +1% | +$6.19K | 0.05% | 309 |
|
|
2024
Q2 | $494K | Sell |
1,717
-24
| -1% | -$6.91K | 0.04% | 318 |
|
|
2024
Q1 | $505K | Sell |
1,741
-7
| -0.4% | -$2.03K | 0.05% | 307 |
|
|
2023
Q4 | $533K | Buy |
1,748
+74
| +4% | +$22.6K | 0.05% | 283 |
|
|
2023
Q3 | $441K | Buy |
1,674
+228
| +16% | +$60.1K | 0.05% | 293 |
|
|
2023
Q2 | $422K | Buy |
1,446
+30
| +2% | +$8.75K | 0.05% | 300 |
|
|
2023
Q1 | $428K | Buy |
1,416
+75
| +6% | +$22.7K | 0.05% | 293 |
|
|
2022
Q4 | $376K | Buy |
1,341
+15
| +1% | +$4.2K | 0.05% | 304 |
|
|
2022
Q3 | $388K | Buy |
1,326
+46
| +4% | +$13.5K | 0.05% | 283 |
|
|
2022
Q2 | $400K | Sell |
1,280
-143
| -10% | -$44.7K | 0.05% | 287 |
|
|
2022
Q1 | $555K | Buy |
1,423
+31
| +2% | +$12.1K | 0.07% | 244 |
|
|
2021
Q4 | $521K | Buy |
1,392
+7
| +0.5% | +$2.62K | 0.06% | 267 |
|
|
2021
Q3 | $412K | Sell |
1,385
-24
| -2% | -$7.14K | 0.05% | 285 |
|
|
2021
Q2 | $424K | Buy |
1,409
+13
| +0.9% | +$3.91K | 0.06% | 267 |
|
|
2021
Q1 | $345K | Buy |
1,396
+31
| +2% | +$7.66K | 0.05% | 274 |
|
|
2020
Q4 | $315K | Sell |
1,365
-14
| -1% | -$3.23K | 0.05% | 268 |
|
|
2020
Q3 | $307K | Sell |
1,379
-53
| -4% | -$11.8K | 0.05% | 245 |
|
|
2020
Q2 | $275K | Buy |
1,432
+296
| +26% | +$56.8K | 0.05% | 253 |
|
|
2020
Q1 | $226K | Buy |
1,136
+115
| +11% | +$22.9K | 0.05% | 242 |
|
|
2019
Q4 | $218K | Buy |
1,021
+71
| +7% | +$15.2K | 0.04% | 276 |
|
|
2019
Q3 | $233K | Sell |
950
-9
| -0.9% | -$2.21K | 0.05% | 261 |
|
|
2019
Q2 | $228K | Buy |
959
+11
| +1% | +$2.62K | 0.05% | 261 |
|
|
2019
Q1 | $207K | Buy |
948
+48
| +5% | +$10.5K | 0.05% | 225 |
|
|
2018
Q4 | $182K | Buy |
900
+52
| +6% | +$10.5K | 0.05% | 231 |
|
|
2018
Q3 | $171K | Buy |
848
+38
| +5% | +$7.66K | 0.05% | 245 |
|
|
2018
Q2 | $184K | Sell |
810
-101
| -11% | -$22.9K | 0.05% | 220 |
|
|
2018
Q1 | $182K | Buy |
911
+372
| +69% | +$74.3K | 0.05% | 199 |
|
|
2017
Q4 | $110K | Buy |
539
+148
| +38% | +$30.2K | 0.04% | 246 |
|
|
2017
Q3 | $84K | Buy |
+391
| New | +$84K | 0.03% | 265 |
|