Merit Financial Group’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 | $1.86M | Buy |
12,625
+3,536
| +39% | +$521K | 0.02% | 550 |
|
|
2025
Q1 | $1.35M | Buy |
9,089
+5,965
| +191% | +$886K | 0.02% | 548 |
|
|
2024
Q4 | $467K | Buy |
3,124
+1,936
| +163% | +$290K | 0.01% | 747 |
|
|
2024
Q3 | $214K | Sell |
1,188
-1,491
| -56% | -$269K | ﹤0.01% | 771 |
|
|
2024
Q2 | $416K | Sell |
2,679
-206
| -7% | -$32K | 0.01% | 629 |
|
|
2024
Q1 | $409K | Buy |
+2,885
| New | +$409K | 0.01% | 604 |
|
|
2023
Q3 | – | Sell |
-2,212
| Closed | -$329K | – | 750 |
|
|
2023
Q2 | $329K | Buy |
+2,212
| New | +$329K | 0.01% | 573 |
|