Jones Financial Companies’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 | $295K | Buy |
2,026
+435
| +27% | +$63.4K | ﹤0.01% | 1497 |
|
|
2025
Q1 | $231K | Buy |
1,591
+482
| +43% | +$70.1K | ﹤0.01% | 1439 |
|
|
2024
Q4 | $166K | Buy |
1,109
+185
| +20% | +$27.7K | ﹤0.01% | 1432 |
|
|
2024
Q3 | $164K | Buy |
924
+651
| +238% | +$115K | ﹤0.01% | 1205 |
|
|
2024
Q2 | $42.4K | Buy |
273
+169
| +163% | +$26.3K | ﹤0.01% | 1305 |
|
|
2024
Q1 | $15.3K | Buy |
+104
| New | +$15.3K | ﹤0.01% | 965 |
|
|
2021
Q2 | – | Sell |
-350
| Closed | -$46K | – | 685 |
|
|
2021
Q1 | $46K | Buy |
+350
| New | +$46K | ﹤0.01% | 356 |
|
|
2013
Q3 | – | Sell |
-930
| Closed | -$39K | – | 752 |
|
|
2013
Q2 | $39K | Buy |
+930
| New | +$39K | ﹤0.01% | 350 |
|