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