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 |
|