OneDigital Investment Advisors’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 | $425K | Sell |
1,450
-234
| -14% | -$68.7K | ﹤0.01% | 973 |
|
|
2025
Q1 | $504K | Buy |
1,684
+212
| +14% | +$63.5K | 0.01% | 850 |
|
|
2024
Q4 | $441K | Sell |
1,472
-298
| -17% | -$89.2K | 0.01% | 940 |
|
|
2024
Q3 | $644K | Buy |
1,770
+115
| +7% | +$41.8K | 0.01% | 834 |
|
|
2024
Q2 | $476K | Buy |
1,655
+145
| +10% | +$41.7K | 0.01% | 920 |
|
|
2024
Q1 | $438K | Sell |
1,510
-386
| -20% | -$112K | 0.01% | 784 |
|
|
2023
Q4 | $578K | Buy |
1,896
+744
| +65% | +$227K | 0.01% | 661 |
|
|
2023
Q3 | $304K | Buy |
1,152
+23
| +2% | +$6.06K | 0.01% | 806 |
|
|
2023
Q2 | $330K | Buy |
1,129
+63
| +6% | +$18.4K | 0.01% | 789 |
|
|
2023
Q1 | $322K | Buy |
1,066
+38
| +4% | +$11.5K | 0.01% | 761 |
|
|
2022
Q4 | $288K | Buy |
1,028
+136
| +15% | +$38.1K | 0.01% | 685 |
|
|
2022
Q3 | $261K | Buy |
+892
| New | +$261K | 0.01% | 635 |
|
|
2022
Q2 | – | Sell |
-714
| Closed | -$279K | – | 770 |
|
|
2022
Q1 | $279K | Buy |
714
+42
| +6% | +$16.4K | 0.01% | 613 |
|
|
2021
Q4 | $252K | Sell |
672
-4
| -0.6% | -$1.5K | 0.01% | 633 |
|
|
2021
Q3 | $201K | Buy |
+676
| New | +$201K | 0.01% | 686 |
|
|
2020
Q1 | – | Sell |
-2,944
| Closed | -$627K | – | 569 |
|
|
2019
Q4 | $627K | Sell |
2,944
-9
| -0.3% | -$1.92K | 0.05% | 259 |
|
|
2019
Q3 | $724K | Buy |
+2,953
| New | +$724K | 0.06% | 217 |
|
|
2019
Q2 | – | Sell |
-3,554
| Closed | -$787K | – | 1240 |
|
|
2019
Q1 | $787K | Sell |
3,554
-18
| -0.5% | -$3.99K | 0.12% | 134 |
|
|
2018
Q4 | $723K | Buy |
+3,572
| New | +$723K | 0.12% | 128 |
|
|
2018
Q3 | – | Sell |
-3,530
| Closed | -$810K | – | 1163 |
|
|
2018
Q2 | $810K | Sell |
3,530
-336
| -9% | -$77.1K | 0.17% | 86 |
|
|
2018
Q1 | $775K | Buy |
3,866
+43
| +1% | +$8.62K | 0.17% | 90 |
|
|
2017
Q4 | $799K | Buy |
3,823
+3,722
| +3,685% | +$778K | 0.09% | 89 |
|
|
2017
Q3 | $22K | Sell |
101
-3,770
| -97% | -$821K | 0.01% | 615 |
|
|
2017
Q2 | $807K | Buy |
+3,871
| New | +$807K | 0.24% | 71 |
|