OPS
Orion Portfolio Solutions’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.83M | Buy |
6,098
+549
| +10% | +$164K | 0.02% | 756 |
|
|
2024
Q4 | $1.66M | Sell |
5,549
-2,899
| -34% | -$868K | 0.02% | 787 |
|
|
2024
Q3 | $3.07M | Buy |
8,448
+1,528
| +22% | +$556K | 0.03% | 491 |
|
|
2024
Q2 | $1.99M | Buy |
6,920
+536
| +8% | +$154K | 0.02% | 646 |
|
|
2024
Q1 | $1.85M | Sell |
6,384
-722
| -10% | -$209K | 0.02% | 689 |
|
|
2023
Q4 | $2.13M | Buy |
7,106
+2,401
| +51% | +$721K | 0.02% | 602 |
|
|
2023
Q3 | $1.24M | Sell |
4,705
-507
| -10% | -$134K | 0.02% | 827 |
|
|
2023
Q2 | $1.52M | Buy |
5,212
+554
| +12% | +$162K | 0.02% | 773 |
|
|
2023
Q1 | $1.41M | Buy |
4,658
+1,470
| +46% | +$444K | 0.02% | 737 |
|
|
2022
Q4 | $893K | Sell |
3,188
-187
| -6% | -$52.4K | 0.03% | 338 |
|
|
2022
Q3 | $988K | Buy |
3,375
+198
| +6% | +$58K | 0.04% | 268 |
|
|
2022
Q2 | $993K | Sell |
3,177
-45
| -1% | -$14.1K | 0.04% | 257 |
|
|
2022
Q1 | $1.26M | Buy |
3,222
+231
| +8% | +$90.2K | 0.04% | 237 |
|
|
2021
Q4 | $1.12M | Buy |
2,991
+260
| +10% | +$97.4K | 0.04% | 250 |
|
|
2021
Q3 | $811K | Sell |
2,731
-225
| -8% | -$66.8K | 0.03% | 288 |
|
|
2021
Q2 | $889K | Buy |
2,956
+294
| +11% | +$88.4K | 0.03% | 253 |
|
|
2021
Q1 | $657K | Sell |
2,662
-394
| -13% | -$97.2K | 0.03% | 268 |
|
|
2020
Q4 | $706K | Sell |
3,056
-603
| -16% | -$139K | 0.03% | 242 |
|
|
2020
Q3 | $815K | Buy |
3,659
+127
| +4% | +$28.3K | 0.04% | 207 |
|
|
2020
Q2 | $678K | Buy |
3,532
+494
| +16% | +$94.8K | 0.04% | 202 |
|
|
2020
Q1 | $603K | Sell |
3,038
-2,340
| -44% | -$464K | 0.04% | 185 |
|
|
2019
Q4 | $1.15M | Buy |
+5,378
| New | +$1.15M | 0.09% | 125 |
|