Live Oak Investment Partners’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
$480K Sell
1,637
-62
-4% -$18.2K 0.37% 58
2025
Q1
$508K Buy
+1,699
New +$508K 0.4% 58
2024
Q4
Hold
0
-$552K 63
2024
Q3
Hold
0
-$431K 60
2024
Q2
Hold
0
63
2023
Q4
Hold
0
-$31.9K 63
2023
Q3
Hold
0
-$35.3K 140
2023
Q2
Hold
0
-$36.6K 134
2023
Q1
Hold
0
-$33.9K 127
2022
Q4
Hold
0
133