Kestra Private Wealth 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 | $328K | Buy |
2,223
+39
| +2% | +$5.75K | ﹤0.01% | 1230 |
|
|
2025
Q1 | $324K | Buy |
2,184
+37
| +2% | +$5.49K | 0.01% | 1163 |
|
|
2024
Q4 | $321K | Sell |
2,147
-1,815
| -46% | -$272K | 0.01% | 1102 |
|
|
2024
Q3 | $714K | Buy |
3,962
+636
| +19% | +$115K | 0.01% | 742 |
|
|
2024
Q2 | $517K | Sell |
3,326
-4,920
| -60% | -$765K | 0.01% | 815 |
|
|
2024
Q1 | $1.21M | Buy |
8,246
+6,391
| +345% | +$939K | 0.03% | 505 |
|
|
2023
Q4 | $297K | Buy |
+1,855
| New | +$297K | 0.01% | 948 |
|