PFC
Phocas Financial Corp’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-691
| Closed | -$207K | – | 151 |
|
|
2025
Q1 | $207K | Sell |
691
-20
| -3% | -$5.99K | 0.03% | 145 |
|
|
2024
Q4 | $213K | Buy |
+711
| New | +$213K | 0.03% | 150 |
|
|
2024
Q1 | – | Sell |
-4,571
| Closed | -$1.39M | – | 160 |
|
|
2023
Q4 | $1.39M | Sell |
4,571
-3,906
| -46% | -$1.19M | 0.18% | 124 |
|
|
2023
Q3 | $2.23M | Sell |
8,477
-102
| -1% | -$26.9K | 0.32% | 110 |
|
|
2023
Q2 | $2.5M | Sell |
8,579
-294
| -3% | -$85.8K | 0.34% | 112 |
|
|
2023
Q1 | $2.68M | Sell |
8,873
-389
| -4% | -$118K | 0.38% | 107 |
|
|
2022
Q4 | $2.59M | Buy |
9,262
+1,955
| +27% | +$548K | 0.37% | 103 |
|
|
2022
Q3 | $2.14M | Buy |
7,307
+1,306
| +22% | +$382K | 0.33% | 114 |
|
|
2022
Q2 | $1.88M | Buy |
6,001
+2,746
| +84% | +$859K | 0.28% | 120 |
|
|
2022
Q1 | $1.27M | Sell |
3,255
-315
| -9% | -$123K | 0.16% | 128 |
|
|
2021
Q4 | $1.34M | Hold |
3,570
| – | – | 0.17% | 125 |
|
|
2021
Q3 | $1.06M | Hold |
3,570
| – | – | 0.13% | 140 |
|
|
2021
Q2 | $1.07M | Buy |
3,570
+315
| +10% | +$94.7K | 0.14% | 142 |
|
|
2021
Q1 | $803K | Hold |
3,255
| – | – | 0.11% | 151 |
|
|
2020
Q4 | $751K | Sell |
3,255
-110
| -3% | -$25.4K | 0.11% | 147 |
|
|
2020
Q3 | $749K | Hold |
3,365
| – | – | 0.13% | 143 |
|
|
2020
Q2 | $645K | Hold |
3,365
| – | – | 0.11% | 152 |
|
|
2020
Q1 | $668K | Hold |
3,365
| – | – | 0.13% | 147 |
|
|
2019
Q4 | $716K | Sell |
3,365
-50
| -1% | -$10.6K | 0.09% | 155 |
|
|
2019
Q3 | $837K | Sell |
3,415
-90
| -3% | -$22.1K | 0.09% | 145 |
|
|
2019
Q2 | $835K | Hold |
3,505
| – | – | 0.09% | 138 |
|
|
2019
Q1 | $763K | Sell |
3,505
-1,800
| -34% | -$392K | 0.08% | 147 |
|
|
2018
Q4 | $1.07M | Hold |
5,305
| – | – | 0.12% | 131 |
|
|
2018
Q3 | $1.07M | Hold |
5,305
| – | – | 0.09% | 138 |
|
|
2018
Q2 | $1.2M | Hold |
5,305
| – | – | 0.1% | 135 |
|
|
2018
Q1 | $1.06M | Sell |
5,305
-500
| -9% | -$100K | 0.1% | 137 |
|
|
2017
Q4 | $1.21M | Sell |
5,805
-1,450
| -20% | -$303K | 0.1% | 131 |
|
|
2017
Q3 | $2K | Buy |
7,255
+3,425
| +89% | +$944 | 0.17% | 122 |
|
|
2017
Q2 | $799K | Sell |
3,830
-350
| -8% | -$73K | 0.07% | 138 |
|
|
2017
Q1 | $915K | Hold |
4,180
| – | – | 0.08% | 153 |
|
|
2016
Q4 | $934K | Hold |
4,180
| – | – | 0.06% | 188 |
|
|
2016
Q3 | $933K | Hold |
4,180
| – | – | 0.07% | 205 |
|
|
2016
Q2 | $1.07M | Hold |
4,180
| – | – | 0.08% | 195 |
|
|
2016
Q1 | $1.15M | Hold |
4,180
| – | – | 0.09% | 192 |
|
|
2015
Q4 | $1.04M | Buy |
+4,180
| New | +$1.04M | 0.08% | 187 |
|
|
2015
Q3 | – | Sell |
-4,260
| Closed | -$785K | – | 238 |
|
|
2015
Q2 | $785K | Buy |
4,260
+200
| +5% | +$36.9K | 0.06% | 198 |
|
|
2015
Q1 | $800K | Sell |
4,060
-200
| -5% | -$39.4K | 0.06% | 194 |
|
|
2014
Q4 | $787K | Hold |
4,260
| – | – | 0.07% | 196 |
|
|
2014
Q3 | $706K | Sell |
4,260
-190
| -4% | -$31.5K | 0.06% | 194 |
|
|
2014
Q2 | $763K | Hold |
4,450
| – | – | 0.07% | 182 |
|
|
2014
Q1 | $750K | Buy |
4,450
+90
| +2% | +$15.2K | 0.07% | 178 |
|
|
2013
Q4 | $656K | Sell |
4,360
-90
| -2% | -$13.5K | 0.06% | 185 |
|
|
2013
Q3 | $714K | Buy |
4,450
+55
| +1% | +$8.83K | 0.07% | 180 |
|
|
2013
Q2 | $674K | Buy |
+4,395
| New | +$674K | 0.07% | 185 |
|