Larson Financial Group’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 | $521K | Sell |
3,532
-10
| -0.3% | -$1.47K | 0.02% | 419 |
|
|
2025
Q1 | $526K | Buy |
3,542
+3,291
| +1,311% | +$489K | 0.02% | 393 |
|
|
2024
Q4 | $37.6K | Sell |
251
-659
| -72% | -$98.6K | ﹤0.01% | 982 |
|
|
2024
Q3 | $164K | Sell |
910
-218
| -19% | -$39.3K | 0.01% | 614 |
|
|
2024
Q2 | $175K | Buy |
1,128
+1,127
| +112,700% | +$175K | 0.01% | 510 |
|
|
2024
Q1 | $147 | Hold |
1
| – | – | ﹤0.01% | 1662 |
|
|
2023
Q4 | $160 | Buy |
+1
| New | +$160 | ﹤0.01% | 1668 |
|
|
2023
Q1 | – | Sell |
-48
| Closed | -$7.04K | – | 1557 |
|
|
2022
Q4 | $7.04K | Buy |
48
+1
| +2% | +$147 | ﹤0.01% | 958 |
|
|
2022
Q3 | $8K | Hold |
47
| – | – | ﹤0.01% | 839 |
|
|
2022
Q2 | $8K | Buy |
+47
| New | +$8K | ﹤0.01% | 775 |
|