Kestra Advisory Services’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 | $9.44M | Sell |
32,183
-55
| -0.2% | -$16.1K | 0.05% | 397 |
|
2025
Q1 | $9.65M | Buy |
32,238
+2,919
| +10% | +$874K | 0.05% | 360 |
|
2024
Q4 | $8.78M | Buy |
29,319
+23,304
| +387% | +$6.98M | 0.05% | 388 |
|
2024
Q3 | $2.19M | Sell |
6,015
-20,003
| -77% | -$7.28M | 0.01% | 912 |
|
2024
Q2 | $7.48M | Sell |
26,018
-147
| -0.6% | -$42.3K | 0.04% | 451 |
|
2024
Q1 | $7.59M | Buy |
26,165
+22,812
| +680% | +$6.62M | 0.05% | 387 |
|
2023
Q4 | $479K | Buy |
+3,353
| New | +$479K | ﹤0.01% | 1561 |
|
2023
Q3 | – | Sell |
-1,869
| Closed | -$546K | – | 2205 |
|
2023
Q2 | $546K | Buy |
+1,869
| New | +$546K | 0.01% | 1285 |
|
2023
Q1 | – | Sell |
-728
| Closed | -$204K | – | 2259 |
|
2022
Q4 | $204K | Buy |
+728
| New | +$204K | ﹤0.01% | 2013 |
|