LGT Financial Advisors’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
Q1 | – | Sell |
-99
| Closed | -$14.8K | – | 450 |
|
|
2024
Q4 | $14.8K | Hold |
99
| – | – | 0.03% | 372 |
|
|
2024
Q3 | $17.8K | Hold |
99
| – | – | 0.04% | 303 |
|
|
2024
Q2 | $15.4K | Hold |
99
| – | – | 0.03% | 370 |
|
|
2024
Q1 | $14.6K | Hold |
99
| – | – | 0.02% | 428 |
|
|
2023
Q4 | $15.9K | Hold |
99
| – | – | 0.02% | 392 |
|
|
2023
Q3 | $12K | Buy |
+99
| New | +$12K | 0.02% | 450 |
|