Lindbrook Capital’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 | $91.2K | Buy |
614
+91
| +17% | +$13.5K | 0.01% | 718 |
|
|
2024
Q4 | $78.2K | Buy |
523
+68
| +15% | +$10.2K | 0.01% | 632 |
|
|
2024
Q3 | $82K | Buy |
455
+47
| +12% | +$8.47K | 0.01% | 626 |
|
|
2024
Q2 | $63.4K | Buy |
408
+16
| +4% | +$2.49K | 0.01% | 705 |
|
|
2024
Q1 | $57.6K | Hold |
392
| – | – | 0.01% | 728 |
|
|
2023
Q4 | $62.8K | Sell |
392
-14
| -3% | -$2.25K | 0.01% | 678 |
|
|
2023
Q3 | $49.4K | Buy |
406
+249
| +159% | +$30.3K | 0.01% | 694 |
|
|
2023
Q2 | $23.4K | Buy |
157
+37
| +31% | +$5.51K | ﹤0.01% | 1004 |
|
|
2023
Q1 | $19.6K | Buy |
120
+18
| +18% | +$2.93K | ﹤0.01% | 1085 |
|
|
2022
Q4 | $15K | Sell |
102
-139
| -58% | -$20.5K | ﹤0.01% | 1223 |
|
|
2022
Q3 | $42K | Buy |
241
+126
| +110% | +$22K | 0.01% | 711 |
|
|
2022
Q2 | $20K | Sell |
115
-282
| -71% | -$49K | ﹤0.01% | 962 |
|
|
2022
Q1 | $82K | Buy |
397
+12
| +3% | +$2.48K | 0.01% | 526 |
|
|
2021
Q4 | $87K | Hold |
385
| – | – | 0.01% | 526 |
|
|
2021
Q3 | $65K | Hold |
385
| – | – | 0.02% | 372 |
|
|
2021
Q2 | $63K | Hold |
385
| – | – | 0.01% | 401 |
|
|
2021
Q1 | $51K | Buy |
385
+12
| +3% | +$1.59K | 0.01% | 433 |
|
|
2020
Q4 | $43K | Buy |
373
+304
| +441% | +$35K | 0.01% | 444 |
|
|
2020
Q3 | $7K | Sell |
69
-18
| -21% | -$1.83K | ﹤0.01% | 949 |
|
|
2020
Q2 | $8K | Sell |
87
-42
| -33% | -$3.86K | ﹤0.01% | 898 |
|
|
2020
Q1 | $12K | Buy |
129
+106
| +461% | +$9.86K | ﹤0.01% | 695 |
|
|
2019
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 1280 |
|
|
2019
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 1170 |
|
|
2019
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 1218 |
|
|
2019
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 1216 |
|
|
2018
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 1164 |
|