Loudon Investment Management’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
Q2
$327K Sell
2,215
-150
-6% -$22.1K 0.18% 87
2025
Q1
$351K Sell
2,365
-1,325
-36% -$197K 0.2% 80
2024
Q4
$552K Sell
3,690
-100
-3% -$15K 0.31% 66
2024
Q3
$683K Hold
3,790
0.37% 61
2024
Q2
$589K Hold
3,790
0.35% 64
2024
Q1
$557K Hold
3,790
0.32% 68
2023
Q4
$608K Buy
3,790
+350
+10% +$56.1K 0.38% 63
2023
Q3
$418K Buy
3,440
+450
+15% +$54.7K 0.29% 73
2023
Q2
$445K Hold
2,990
0.29% 69
2023
Q1
$487K Hold
2,990
0.34% 68
2022
Q4
$440K Hold
2,990
0.32% 68
2022
Q3
$516K Hold
2,990
0.41% 62
2022
Q2
$509K Hold
2,990
0.38% 62
2022
Q1
$615K Sell
2,990
-725
-20% -$149K 0.41% 60
2021
Q4
$842K Sell
3,715
-655
-15% -$148K 0.54% 49
2021
Q3
$734K Sell
4,370
-1,869
-30% -$314K 0.52% 55
2021
Q2
$1.02M Sell
6,239
-261
-4% -$42.8K 0.7% 44
2021
Q1
$862K Sell
6,500
-600
-8% -$79.6K 0.62% 43
2020
Q4
$823K Sell
7,100
-152
-2% -$17.6K 0.64% 42
2020
Q3
$776K Sell
7,252
-290
-4% -$31K 0.66% 39
2020
Q2
$697K Sell
7,542
-25
-0.3% -$2.31K 0.6% 46
2020
Q1
$725K Sell
7,567
-118
-2% -$11.3K 0.76% 43
2019
Q4
$812K Sell
7,685
-430
-5% -$45.4K 0.63% 45
2019
Q3
$948K Sell
8,115
-907
-10% -$106K 0.8% 42
2019
Q2
$957K Sell
9,022
-130
-1% -$13.8K 0.81% 42
2019
Q1
$933K Sell
9,152
-43
-0.5% -$4.38K 0.82% 39
2018
Q4
$832K Sell
9,195
-295
-3% -$26.7K 0.79% 39
2018
Q3
$822K Sell
9,490
-2,800
-23% -$243K 0.66% 44
2018
Q2
$1.23M Hold
12,290
0.98% 40
2018
Q1
$1.05M Buy
12,290
+95
+0.8% +$8.08K 0.83% 42
2017
Q4
$1.07M Buy
12,195
+1,415
+13% +$124K 0.81% 41
2017
Q3
$862K Buy
10,780
+595
+6% +$47.6K 0.67% 45
2017
Q2
$794K Buy
10,185
+4,150
+69% +$324K 0.6% 49
2017
Q1
$449K Buy
+6,035
New +$449K 0.34% 62