Leavell Investment Management’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,495
| Closed | -$332K | – | 471 |
|
2023
Q2 | $332K | Hold |
2,495
| – | – | 0.02% | 383 |
|
2023
Q1 | $327K | Hold |
2,495
| – | – | 0.02% | 377 |
|
2022
Q4 | $246K | Hold |
2,495
| – | – | 0.02% | 400 |
|
2022
Q3 | $276K | Hold |
2,495
| – | – | 0.02% | 379 |
|
2022
Q2 | $279K | Hold |
2,495
| – | – | 0.02% | 376 |
|
2022
Q1 | $350K | Hold |
2,495
| – | – | 0.02% | 350 |
|
2021
Q4 | $382K | Hold |
2,495
| – | – | 0.03% | 354 |
|
2021
Q3 | $286K | Buy |
+2,495
| New | +$286K | 0.02% | 356 |
|
2021
Q1 | – | Sell |
-3,345
| Closed | -$266K | – | 397 |
|
2020
Q4 | $266K | Buy |
3,345
+150
| +5% | +$11.9K | 0.02% | 344 |
|
2020
Q3 | $224K | Hold |
3,195
| – | – | 0.02% | 348 |
|
2020
Q2 | $202K | Hold |
3,195
| – | – | 0.02% | 354 |
|
2020
Q1 | $201K | Hold |
3,195
| – | – | 0.02% | 343 |
|
2019
Q4 | $231K | Buy |
+3,195
| New | +$231K | 0.02% | 360 |
|