Kestra Advisory Services’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 | $400K | Sell |
2,716
-686
| -20% | -$101K | ﹤0.01% | 2123 |
|
|
2025
Q1 | $505K | Sell |
3,402
-2,894
| -46% | -$430K | ﹤0.01% | 1811 |
|
|
2024
Q4 | $942K | Buy |
6,296
+4,649
| +282% | +$696K | 0.01% | 1453 |
|
|
2024
Q3 | $297K | Sell |
1,647
-1,382
| -46% | -$249K | ﹤0.01% | 2088 |
|
|
2024
Q2 | $471K | Sell |
3,029
-2,304
| -43% | -$358K | ﹤0.01% | 1813 |
|
|
2024
Q1 | $784K | Buy |
5,333
+4,061
| +319% | +$597K | 0.01% | 1392 |
|
|
2023
Q4 | $204K | Buy |
+1,272
| New | +$204K | ﹤0.01% | 2098 |
|