MLL
Moody Lynn & Lieberson’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Buy |
28,289
+119
| +0.4% | +$17.5K | 0.24% | 64 |
|
|
2025
Q1 | $4.18M | Buy |
28,170
+187
| +0.7% | +$27.8K | 0.27% | 56 |
|
|
2024
Q4 | $4.19M | Sell |
27,983
-118
| -0.4% | -$17.7K | 0.26% | 59 |
|
|
2024
Q3 | $5.06M | Buy |
28,101
+22
| +0.1% | +$3.96K | 0.31% | 52 |
|
|
2024
Q2 | $4.36M | Sell |
28,079
-5
| -0% | -$777 | 0.29% | 54 |
|
|
2024
Q1 | $4.13M | Sell |
28,084
-9,058
| -24% | -$1.33M | 0.28% | 63 |
|
|
2023
Q4 | $5.95M | Sell |
37,142
-18,604
| -33% | -$2.98M | 0.45% | 47 |
|
|
2023
Q3 | $6.78M | Sell |
55,746
-3,900
| -7% | -$474K | 0.58% | 43 |
|
|
2023
Q2 | $8.88M | Buy |
59,646
+644
| +1% | +$95.9K | 0.72% | 43 |
|
|
2023
Q1 | $9.61M | Sell |
59,002
-741
| -1% | -$121K | 0.86% | 38 |
|
|
2022
Q4 | $8.79M | Sell |
59,743
-4,934
| -8% | -$726K | 0.8% | 39 |
|
|
2022
Q3 | $11.2M | Sell |
64,677
-3,297
| -5% | -$569K | 1.08% | 35 |
|
|
2022
Q2 | $11.6M | Sell |
67,974
-7,443
| -10% | -$1.27M | 1.04% | 33 |
|
|
2022
Q1 | $15.5M | Buy |
75,417
+19,940
| +36% | +$4.1M | 1.14% | 34 |
|
|
2021
Q4 | $12.6M | Sell |
55,477
-94
| -0.2% | -$21.3K | 0.84% | 36 |
|
|
2021
Q3 | $9.34M | Sell |
55,571
-1,954
| -3% | -$328K | 0.7% | 43 |
|
|
2021
Q2 | $9.42M | Sell |
57,525
-89
| -0.2% | -$14.6K | 0.71% | 44 |
|
|
2021
Q1 | $7.64M | Buy |
57,614
+526
| +0.9% | +$69.7K | 0.63% | 49 |
|
|
2020
Q4 | $6.61M | Buy |
57,088
+465
| +0.8% | +$53.9K | 0.57% | 54 |
|
|
2020
Q3 | $6.06M | Sell |
56,623
-618
| -1% | -$66.1K | 0.6% | 48 |
|
|
2020
Q2 | $5.29M | Sell |
57,241
-1,486
| -3% | -$137K | 0.57% | 45 |
|
|
2020
Q1 | $5.62K | Sell |
58,727
-20,781
| -26% | -$1.99K | 0.77% | 41 |
|
|
2019
Q4 | $8.4M | Sell |
79,508
-18,684
| -19% | -$1.97M | 0.81% | 39 |
|
|
2019
Q3 | $11.5M | Sell |
98,192
-20,077
| -17% | -$2.35M | 1.28% | 30 |
|
|
2019
Q2 | $12.5M | Buy |
118,269
+23,314
| +25% | +$2.47M | 1.38% | 27 |
|
|
2019
Q1 | $9.68M | Buy |
94,955
+3,654
| +4% | +$372K | 1.11% | 34 |
|
|
2018
Q4 | $8.26M | Buy |
+91,301
| New | +$8.26M | 1.11% | 31 |
|
|
2016
Q3 | – | Sell |
-4,330
| Closed | -$401K | – | 171 |
|
|
2016
Q2 | $401K | Buy |
+4,330
| New | +$401K | 0.07% | 117 |
|