Proficio Capital Partners’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-739
Closed -$221K 408
2024
Q4
$221K Buy
+739
New +$245K 0.02% 324
2024
Q3
Sell
-970
Closed -$279K 332
2024
Q2
$279K Sell
970
-4,845
-83% -$1.34M 0.03% 262
2024
Q1
$1.69M Buy
5,815
+1,570
+37% +$450K 0.19% 77
2023
Q4
$1.29M Sell
4,245
-10
-0.2% -$2.65K 0.16% 74
2023
Q3
$1.12M Sell
4,255
-59
-1% -$16.5K 0.15% 80
2023
Q2
$1.26M Buy
4,314
+3,345
+345% +$975K 0.17% 77
2023
Q1
$293K Sell
969
-153
-14% -$45K 0.05% 218
2022
Q4
$307K Buy
1,122
+244
+28% +$71.2K 0.06% 195
2022
Q3
$261K Buy
878
+38
+5% +$12.4K 0.05% 202
2022
Q2
$263K Sell
840
-7
-0.8% -$2.42K 0.05% 220
2022
Q1
$331K Buy
847
+127
+18% +$46.1K 0.05% 193
2021
Q4
$270K Buy
720
+5
+0.7% +$1.67K 0.04% 235
2021
Q3
$212K Sell
715
-67
-9% -$21K 0.03% 283
2021
Q2
$235K Buy
+782
New +$219K 0.03% 254
2019
Q3
Sell
-269
Closed -$64K 1179
2019
Q2
$64K Buy
269
+120
+81% +$27.5K 0.02% 305
2019
Q1
$32K Sell
149
-1
-0.7% -$209 0.01% 484
2018
Q4
$30K Buy
150
+20
+15% +$4.08K 0.01% 435
2018
Q3
$26K Buy
130
+2
+2% +$432 0.01% 522
2018
Q2
$29K Hold
128
0.01% 492
2018
Q1
$26K Buy
128
+30
+31% +$5.84K 0.01% 520
2017
Q4
$20K Buy
98
+11
+13% +$2.33K 0.01% 584
2017
Q3
$19K Sell
87
-9
-9% -$1.86K 0.01% 610
2017
Q2
$19K Sell
96
-93
-49% -$20K 0.01% 632
2017
Q1
$41K Buy
189
+169
+845% +$37.4K 0.02% 434
2016
Q4
$4K Buy
20
+6
+43% +$1.28K ﹤0.01% 798
2016
Q3
$3K Buy
+14
New +$3.27K ﹤0.01% 821
2016
Q2
Sell
-34
Closed -$9K 1146
2016
Q1
$9K Sell
34
-4
-11% -$1.01K 0.01% 424
2015
Q4
$9K Buy
+38
New +$8.9K 0.01% 294

Other funds holding PSA