Lido Advisors’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 | $1.17M | Sell |
3,984
-1,228
| -24% | -$360K | ﹤0.01% | 710 |
|
|
2025
Q1 | $1.56M | Buy |
5,212
+914
| +21% | +$274K | 0.01% | 574 |
|
|
2024
Q4 | $1.29M | Buy |
4,298
+39
| +0.9% | +$11.7K | 0.01% | 611 |
|
|
2024
Q3 | $1.55M | Buy |
4,259
+945
| +29% | +$344K | 0.01% | 501 |
|
|
2024
Q2 | $953K | Buy |
3,314
+456
| +16% | +$131K | 0.01% | 622 |
|
|
2024
Q1 | $829K | Buy |
2,858
+215
| +8% | +$62.4K | ﹤0.01% | 668 |
|
|
2023
Q4 | $806K | Buy |
2,643
+478
| +22% | +$146K | 0.01% | 630 |
|
|
2023
Q3 | $571K | Buy |
2,165
+59
| +3% | +$15.6K | ﹤0.01% | 642 |
|
|
2023
Q2 | $615K | Sell |
2,106
-69
| -3% | -$20.1K | ﹤0.01% | 607 |
|
|
2023
Q1 | $657K | Buy |
2,175
+513
| +31% | +$155K | 0.01% | 534 |
|
|
2022
Q4 | $466K | Sell |
1,662
-64
| -4% | -$17.9K | 0.01% | 550 |
|
|
2022
Q3 | $505K | Sell |
1,726
-14
| -0.8% | -$4.1K | 0.01% | 481 |
|
|
2022
Q2 | $544K | Sell |
1,740
-229
| -12% | -$71.6K | 0.01% | 452 |
|
|
2022
Q1 | $768K | Sell |
1,969
-2,719
| -58% | -$1.06M | 0.01% | 410 |
|
|
2021
Q4 | $1.76M | Sell |
4,688
-25
| -0.5% | -$9.36K | 0.02% | 275 |
|
|
2021
Q3 | $1.4M | Buy |
4,713
+3,628
| +334% | +$1.08M | 0.02% | 298 |
|
|
2021
Q2 | $326K | Sell |
1,085
-474
| -30% | -$142K | ﹤0.01% | 594 |
|
|
2021
Q1 | $385K | Sell |
1,559
-247
| -14% | -$61K | 0.01% | 497 |
|
|
2020
Q4 | $417K | Buy |
1,806
+426
| +31% | +$98.4K | 0.01% | 464 |
|
|
2020
Q3 | $307K | Buy |
1,380
+6
| +0.4% | +$1.34K | 0.01% | 423 |
|
|
2020
Q2 | $264K | Buy |
+1,374
| New | +$264K | 0.01% | 417 |
|
|
2016
Q3 | – | Sell |
-1,498
| Closed | -$383K | – | 179 |
|
|
2016
Q2 | $383K | Buy |
+1,498
| New | +$383K | 0.12% | 82 |
|