NorthRock Partners’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$972K Buy
3,314
+985
+42% +$289K 0.03% 248
2025
Q1
$697K Buy
2,329
+233
+11% +$69.7K 0.02% 272
2024
Q4
$628K Buy
2,096
+55
+3% +$16.5K 0.02% 293
2024
Q3
$743K Buy
2,041
+78
+4% +$28.4K 0.02% 268
2024
Q2
$565K Buy
1,963
+18
+0.9% +$5.18K 0.02% 308
2024
Q1
$564K Buy
1,945
+425
+28% +$123K 0.02% 327
2023
Q4
$463K Buy
+1,520
New +$463K 0.02% 340
2022
Q4
Sell
-773
Closed -$226K 351
2022
Q3
$226K Sell
773
-205
-21% -$59.9K 0.03% 264
2022
Q2
$306K Buy
978
+214
+28% +$67K 0.03% 217
2022
Q1
$298K Sell
764
-142
-16% -$55.4K 0.03% 242
2021
Q4
$339K Buy
906
+118
+15% +$44.2K 0.03% 223
2021
Q3
$234K Sell
788
-248
-24% -$73.6K 0.02% 249
2021
Q2
$312K Buy
1,036
+78
+8% +$23.5K 0.03% 191
2021
Q1
$236K Buy
+958
New +$236K 0.02% 203