LPL Financial’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 | $31.7M | Buy |
107,939
+14,645
| +16% | +$4.3M | 0.01% | 990 |
|
|
2025
Q1 | $27.9M | Buy |
93,294
+4,940
| +6% | +$1.48M | 0.01% | 956 |
|
|
2024
Q4 | $26.5M | Buy |
88,354
+15,283
| +21% | +$4.58M | 0.01% | 933 |
|
|
2024
Q3 | $26.6M | Buy |
73,071
+11,990
| +20% | +$4.36M | 0.01% | 892 |
|
|
2024
Q2 | $17.6M | Sell |
61,081
-2,162
| -3% | -$622K | 0.01% | 1026 |
|
|
2024
Q1 | $18.3M | Buy |
63,243
+288
| +0.5% | +$83.5K | 0.01% | 979 |
|
|
2023
Q4 | $19.2M | Buy |
62,955
+1,739
| +3% | +$530K | 0.01% | 901 |
|
|
2023
Q3 | $16.1M | Sell |
61,216
-5,789
| -9% | -$1.53M | 0.01% | 895 |
|
|
2023
Q2 | $19.6M | Buy |
67,005
+10,215
| +18% | +$2.98M | 0.01% | 801 |
|
|
2023
Q1 | $17.2M | Sell |
56,790
-874
| -2% | -$264K | 0.01% | 820 |
|
|
2022
Q4 | $16.2M | Buy |
57,664
+9,537
| +20% | +$2.67M | 0.01% | 804 |
|
|
2022
Q3 | $14.1M | Buy |
48,127
+5,068
| +12% | +$1.48M | 0.01% | 792 |
|
|
2022
Q2 | $13.5M | Sell |
43,059
-13,728
| -24% | -$4.29M | 0.01% | 815 |
|
|
2022
Q1 | $22.2M | Sell |
56,787
-2,657
| -4% | -$1.04M | 0.02% | 627 |
|
|
2021
Q4 | $22.3M | Buy |
59,444
+2,262
| +4% | +$847K | 0.02% | 633 |
|
|
2021
Q3 | $17M | Buy |
57,182
+3,451
| +6% | +$1.03M | 0.02% | 692 |
|
|
2021
Q2 | $16.2M | Buy |
53,731
+7,408
| +16% | +$2.23M | 0.02% | 673 |
|
|
2021
Q1 | $11.4M | Sell |
46,323
-2,423
| -5% | -$598K | 0.01% | 764 |
|
|
2020
Q4 | $11.3M | Buy |
48,746
+3,237
| +7% | +$748K | 0.01% | 696 |
|
|
2020
Q3 | $10.1M | Buy |
45,509
+651
| +1% | +$145K | 0.02% | 638 |
|
|
2020
Q2 | $8.61M | Buy |
44,858
+3,598
| +9% | +$690K | 0.02% | 644 |
|
|
2020
Q1 | $8.2M | Sell |
41,260
-8,798
| -18% | -$1.75M | 0.02% | 563 |
|
|
2019
Q4 | $10.7M | Buy |
50,058
+7,324
| +17% | +$1.56M | 0.02% | 553 |
|
|
2019
Q3 | $10.5M | Buy |
42,734
+2,378
| +6% | +$583K | 0.02% | 514 |
|
|
2019
Q2 | $9.61M | Buy |
40,356
+7,029
| +21% | +$1.67M | 0.02% | 528 |
|
|
2019
Q1 | $7.26M | Sell |
33,327
-167
| -0.5% | -$36.4K | 0.02% | 616 |
|
|
2018
Q4 | $6.78M | Sell |
33,494
-41,481
| -55% | -$8.4M | 0.02% | 581 |
|
|
2018
Q3 | $15.1M | Sell |
74,975
-476
| -0.6% | -$96K | 0.04% | 361 |
|
|
2018
Q2 | $17.1M | Buy |
75,451
+1,569
| +2% | +$356K | 0.04% | 314 |
|
|
2018
Q1 | $14.8M | Buy |
73,882
+42,625
| +136% | +$8.54M | 0.04% | 334 |
|
|
2017
Q4 | $6.53M | Buy |
31,257
+1,919
| +7% | +$401K | 0.02% | 553 |
|
|
2017
Q3 | $6.28M | Buy |
29,338
+2,286
| +8% | +$489K | 0.02% | 518 |
|
|
2017
Q2 | $5.64M | Buy |
27,052
+1,913
| +8% | +$399K | 0.02% | 521 |
|
|
2017
Q1 | $5.51M | Sell |
25,139
-185
| -0.7% | -$40.6K | 0.04% | 392 |
|
|
2016
Q4 | $5.66M | Sell |
25,324
-5,303
| -17% | -$1.19M | 0.04% | 360 |
|
|
2016
Q3 | $6.51M | Sell |
30,627
-3,396
| -10% | -$722K | 0.06% | 294 |
|
|
2016
Q2 | $8.78M | Sell |
34,023
-26,373
| -44% | -$6.81M | 0.07% | 217 |
|
|
2016
Q1 | $16.5M | Sell |
60,396
-7,117
| -11% | -$1.95M | 0.05% | 311 |
|
|
2015
Q4 | $17M | Buy |
67,513
+48,620
| +257% | +$12.2M | 0.05% | 317 |
|
|
2015
Q3 | $4.16M | Buy |
18,893
+538
| +3% | +$118K | 0.02% | 528 |
|
|
2015
Q2 | $3.46M | Sell |
18,355
-1,619
| -8% | -$305K | 0.02% | 660 |
|
|
2015
Q1 | $3.91M | Sell |
19,974
-4,338
| -18% | -$850K | 0.02% | 617 |
|
|
2014
Q4 | $4.49M | Buy |
24,312
+1,868
| +8% | +$345K | 0.02% | 523 |
|
|
2014
Q3 | $3.72M | Buy |
22,444
+2,700
| +14% | +$448K | 0.02% | 581 |
|
|
2014
Q2 | $3.38M | Sell |
19,744
-909
| -4% | -$156K | 0.02% | 626 |
|
|
2014
Q1 | $3.48M | Buy |
20,653
+130
| +0.6% | +$21.9K | 0.02% | 573 |
|
|
2013
Q4 | $3.09M | Sell |
20,523
-3,093
| -13% | -$466K | 0.02% | 624 |
|
|
2013
Q3 | $3.96M | Buy |
23,616
+12,967
| +122% | +$2.17M | 0.03% | 493 |
|
|
2013
Q2 | $1.63M | Buy |
+10,649
| New | +$1.63M | 0.01% | 827 |
|