Orion Portfolio Solutions’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.17M | Buy |
7,887
+527
| +7% | +$78.2K | 0.01% | 999 |
|
|
2024
Q4 | $1.1M | Buy |
7,360
+984
| +15% | +$147K | 0.01% | 1000 |
|
|
2024
Q3 | $1.15M | Sell |
6,376
-157
| -2% | -$28.3K | 0.01% | 980 |
|
|
2024
Q2 | $1.02M | Buy |
6,533
+631
| +11% | +$98.1K | 0.01% | 982 |
|
|
2024
Q1 | $868K | Sell |
5,902
-1,344
| -19% | -$198K | 0.01% | 1049 |
|
|
2023
Q4 | $1.16M | Buy |
7,246
+295
| +4% | +$47.2K | 0.01% | 887 |
|
|
2023
Q3 | $845K | Buy |
6,951
+5,096
| +275% | +$620K | 0.01% | 998 |
|
|
2023
Q2 | $276K | Sell |
1,855
-88
| -5% | -$13.1K | ﹤0.01% | 1431 |
|
|
2023
Q1 | $317K | Buy |
+1,943
| New | +$317K | ﹤0.01% | 1328 |
|
|
2020
Q3 | – | Sell |
-23
| Closed | -$2K | – | 935 |
|
|
2020
Q2 | $2K | Sell |
23
-46
| -67% | -$4K | ﹤0.01% | 1762 |
|
|
2020
Q1 | $7K | Sell |
69
-6
| -8% | -$609 | ﹤0.01% | 1186 |
|
|
2019
Q4 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 1085 |
|