LPL Financial’s Global Self Storage SELF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
104,163
-1,151
| -1% | -$6.15K | ﹤0.01% | 4223 |
|
|
2025
Q1 | $531K | Buy |
105,314
+5,022
| +5% | +$25.3K | ﹤0.01% | 4060 |
|
|
2024
Q4 | $535K | Sell |
100,292
-18,485
| -16% | -$98.5K | ﹤0.01% | 3983 |
|
|
2024
Q3 | $619K | Buy |
118,777
+7,615
| +7% | +$39.7K | ﹤0.01% | 3766 |
|
|
2024
Q2 | $540K | Sell |
111,162
-8,912
| -7% | -$43.3K | ﹤0.01% | 3750 |
|
|
2024
Q1 | $534K | Sell |
120,074
-5,910
| -5% | -$26.3K | ﹤0.01% | 3674 |
|
|
2023
Q4 | $584K | Sell |
125,984
-7,700
| -6% | -$35.7K | ﹤0.01% | 3510 |
|
|
2023
Q3 | $650K | Sell |
133,684
-525
| -0.4% | -$2.55K | ﹤0.01% | 3246 |
|
|
2023
Q2 | $678K | Sell |
134,209
-4,578
| -3% | -$23.1K | ﹤0.01% | 3160 |
|
|
2023
Q1 | $713K | Buy |
138,787
+21,730
| +19% | +$112K | ﹤0.01% | 3023 |
|
|
2022
Q4 | $571K | Buy |
117,057
+8,574
| +8% | +$41.8K | ﹤0.01% | 3120 |
|
|
2022
Q3 | $636K | Sell |
108,483
-976
| -0.9% | -$5.72K | ﹤0.01% | 2914 |
|
|
2022
Q2 | $616K | Buy |
109,459
+6,782
| +7% | +$38.2K | ﹤0.01% | 3012 |
|
|
2022
Q1 | $575K | Buy |
102,677
+14,000
| +16% | +$78.4K | ﹤0.01% | 3075 |
|
|
2021
Q4 | $505K | Sell |
88,677
-2,510
| -3% | -$14.3K | ﹤0.01% | 3263 |
|
|
2021
Q3 | $470K | Buy |
91,187
+3,057
| +3% | +$15.8K | ﹤0.01% | 3264 |
|
|
2021
Q2 | $459K | Buy |
88,130
+14,393
| +20% | +$75K | ﹤0.01% | 3225 |
|
|
2021
Q1 | $351K | Buy |
73,737
+7,510
| +11% | +$35.7K | ﹤0.01% | 3332 |
|
|
2020
Q4 | $266K | Buy |
66,227
+3,307
| +5% | +$13.3K | ﹤0.01% | 3290 |
|
|
2020
Q3 | $252K | Sell |
62,920
-2,246
| -3% | -$9K | ﹤0.01% | 3010 |
|
|
2020
Q2 | $251K | Sell |
65,166
-1,000
| -2% | -$3.85K | ﹤0.01% | 2941 |
|
|
2020
Q1 | $232K | Sell |
66,166
-11,138
| -14% | -$39.1K | ﹤0.01% | 2689 |
|
|
2019
Q4 | $332K | Buy |
77,304
+22,951
| +42% | +$98.6K | ﹤0.01% | 2685 |
|
|
2019
Q3 | $259K | Sell |
54,353
-2,000
| -4% | -$9.53K | ﹤0.01% | 2793 |
|
|
2019
Q2 | $212K | Sell |
56,353
-5,352
| -9% | -$20.1K | ﹤0.01% | 2968 |
|
|
2019
Q1 | $238K | Buy |
61,705
+2,038
| +3% | +$7.86K | ﹤0.01% | 2806 |
|
|
2018
Q4 | $234K | Buy |
59,667
+1,852
| +3% | +$7.26K | ﹤0.01% | 2667 |
|
|
2018
Q3 | $242K | Buy |
57,815
+26,370
| +84% | +$110K | ﹤0.01% | 2843 |
|
|
2018
Q2 | $130K | Buy |
31,445
+13,345
| +74% | +$55.2K | ﹤0.01% | 3058 |
|
|
2018
Q1 | $80K | Buy |
+18,100
| New | +$80K | ﹤0.01% | 3076 |
|