Montecito Bank & Trust’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.01M | Sell |
3,365
-51
| -1% | -$15.3K | 0.18% | 129 |
|
|
2024
Q4 | $1.02M | Buy |
3,416
+268
| +9% | +$80.3K | 0.18% | 129 |
|
|
2024
Q3 | $1.15M | Buy |
3,148
+770
| +32% | +$280K | 0.2% | 120 |
|
|
2024
Q2 | $684K | Sell |
2,378
-4
| -0.2% | -$1.15K | 0.14% | 142 |
|
|
2024
Q1 | $691K | Sell |
2,382
-350
| -13% | -$102K | 0.14% | 146 |
|
|
2023
Q4 | $833K | Sell |
2,732
-82
| -3% | -$25K | 0.18% | 129 |
|
|
2023
Q3 | $742K | Hold |
2,814
| – | – | 0.17% | 134 |
|
|
2023
Q2 | $821K | Buy |
2,814
+1,676
| +147% | +$489K | 0.19% | 132 |
|
|
2023
Q1 | $344K | Buy |
1,138
+296
| +35% | +$89.4K | 0.08% | 192 |
|
|
2022
Q4 | $235K | Hold |
842
| – | – | 0.06% | 226 |
|
|
2022
Q3 | $246K | Sell |
842
-10
| -1% | -$2.92K | 0.06% | 212 |
|
|
2022
Q2 | $266K | Buy |
852
+235
| +38% | +$73.4K | 0.06% | 209 |
|
|
2022
Q1 | $241K | Hold |
617
| – | – | 0.05% | 246 |
|
|
2021
Q4 | $231K | Buy |
+617
| New | +$231K | 0.04% | 248 |
|