Money Concepts Capital’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 | $880K | Buy |
5,969
+472
| +9% | +$69.6K | 0.06% | 259 |
|
|
2025
Q1 | $816K | Buy |
5,497
+432
| +9% | +$64.2K | 0.06% | 244 |
|
|
2024
Q4 | $758K | Buy |
5,065
+209
| +4% | +$31.3K | 0.06% | 243 |
|
|
2024
Q3 | $875K | Buy |
4,856
+165
| +4% | +$29.7K | 0.07% | 229 |
|
|
2024
Q2 | $729K | Buy |
4,691
+333
| +8% | +$51.8K | 0.06% | 239 |
|
|
2024
Q1 | $641K | Buy |
4,358
+146
| +3% | +$21.5K | 0.06% | 258 |
|
|
2023
Q4 | $677K | Buy |
4,212
+217
| +5% | +$34.9K | 0.06% | 236 |
|
|
2023
Q3 | $487K | Buy |
+3,995
| New | +$487K | 0.05% | 249 |
|
|
2023
Q1 | – | Sell |
-180
| Closed | -$26.5K | – | 1250 |
|
|
2022
Q4 | $26.5K | Buy |
+180
| New | +$26.5K | ﹤0.01% | 1529 |
|
|
2022
Q2 | – | Sell |
-245
| Closed | -$50K | – | 1801 |
|
|
2022
Q1 | $50K | Buy |
+245
| New | +$50K | ﹤0.01% | 1235 |
|