Prospera Financial Services’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 | $292K | Sell |
994
-172
| -15% | -$50.5K | 0.01% | 1119 |
|
2025
Q1 | $349K | Sell |
1,166
-1,065
| -48% | -$319K | 0.01% | 928 |
|
2024
Q4 | $668K | Buy |
2,231
+6
| +0.3% | +$1.8K | 0.02% | 652 |
|
2024
Q3 | $810K | Buy |
2,225
+27
| +1% | +$9.83K | 0.02% | 559 |
|
2024
Q2 | $632K | Buy |
2,198
+52
| +2% | +$15K | 0.02% | 628 |
|
2024
Q1 | $622K | Buy |
2,146
+258
| +14% | +$74.8K | 0.02% | 627 |
|
2023
Q4 | $576K | Sell |
1,888
-4,062
| -68% | -$1.24M | 0.02% | 611 |
|
2023
Q3 | $1.57M | Buy |
5,950
+1,503
| +34% | +$396K | 0.06% | 314 |
|
2023
Q2 | $1.3M | Buy |
4,447
+975
| +28% | +$285K | 0.05% | 354 |
|
2023
Q1 | $1.05M | Buy |
3,472
+229
| +7% | +$69.2K | 0.04% | 413 |
|
2022
Q4 | $909K | Buy |
3,243
+210
| +7% | +$58.8K | 0.05% | 374 |
|
2022
Q3 | $888K | Buy |
3,033
+16
| +0.5% | +$4.68K | 0.05% | 391 |
|
2022
Q2 | $943K | Sell |
3,017
-185
| -6% | -$57.8K | 0.05% | 382 |
|
2022
Q1 | $1.25M | Sell |
3,202
-4
| -0.1% | -$1.56K | 0.05% | 379 |
|
2021
Q4 | $1.2M | Sell |
3,206
-387
| -11% | -$145K | 0.05% | 363 |
|
2021
Q3 | $1.07M | Buy |
+3,593
| New | +$1.07M | 0.05% | 349 |
|
2020
Q4 | – | Sell |
-20
| Closed | -$4K | – | 1330 |
|
2020
Q3 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 1342 |
|
2018
Q4 | – | Sell |
-1,660
| Closed | -$377K | – | 430 |
|
2018
Q3 | $377K | Hold |
1,660
| – | – | 0.07% | 266 |
|
2018
Q2 | $377K | Buy |
+1,660
| New | +$377K | 0.05% | 297 |
|