Raymond James Financial Services Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $24.2M | Sell |
66,643
-1,061
| -2% | -$386K | 0.03% | 471 |
|
2024
Q2 | $19.5M | Buy |
67,704
+6,652
| +11% | +$1.91M | 0.03% | 520 |
|
2024
Q1 | $17.7M | Buy |
61,052
+4,185
| +7% | +$1.21M | 0.03% | 558 |
|
2023
Q4 | $17.3M | Buy |
56,867
+1,211
| +2% | +$369K | 0.03% | 538 |
|
2023
Q3 | $14.7M | Buy |
55,656
+7,111
| +15% | +$1.87M | 0.03% | 552 |
|
2023
Q2 | $14.2M | Sell |
48,545
-3,559
| -7% | -$1.04M | 0.03% | 575 |
|
2023
Q1 | $15.7M | Buy |
52,104
+147
| +0.3% | +$44.4K | 0.03% | 517 |
|
2022
Q4 | $14.6M | Sell |
51,957
-14,490
| -22% | -$4.06M | 0.03% | 524 |
|
2022
Q3 | $19.5M | Sell |
66,447
-3,124
| -4% | -$915K | 0.04% | 391 |
|
2022
Q2 | $21.8M | Sell |
69,571
-583
| -0.8% | -$182K | 0.05% | 381 |
|
2022
Q1 | $27.4M | Buy |
70,154
+12,300
| +21% | +$4.8M | 0.05% | 354 |
|
2021
Q4 | $21.7M | Buy |
57,854
+16,657
| +40% | +$6.24M | 0.04% | 430 |
|
2021
Q3 | $12.2M | Buy |
41,197
+882
| +2% | +$262K | 0.02% | 588 |
|
2021
Q2 | $12.1M | Sell |
40,315
-690
| -2% | -$207K | 0.02% | 598 |
|
2021
Q1 | $10.1M | Buy |
41,005
+105
| +0.3% | +$25.9K | 0.02% | 620 |
|
2020
Q4 | $9.45M | Sell |
40,900
-522
| -1% | -$121K | 0.02% | 575 |
|
2020
Q3 | $9.23M | Buy |
41,422
+1,638
| +4% | +$365K | 0.03% | 529 |
|
2020
Q2 | $7.63M | Sell |
39,784
-1,022
| -3% | -$196K | 0.02% | 555 |
|
2020
Q1 | $8.11M | Buy |
40,806
+1,266
| +3% | +$251K | 0.04% | 421 |
|
2019
Q4 | $8.42M | Sell |
39,540
-414
| -1% | -$88.2K | 0.03% | 553 |
|
2019
Q3 | $9.8M | Buy |
39,954
+1,218
| +3% | +$299K | 0.04% | 474 |
|
2019
Q2 | $9.23M | Sell |
38,736
-2,219
| -5% | -$529K | 0.04% | 472 |
|
2019
Q1 | $8.92M | Sell |
40,955
-5,499
| -12% | -$1.2M | 0.04% | 461 |
|
2018
Q4 | $9.4M | Sell |
46,454
-2,677
| -5% | -$542K | 0.05% | 365 |
|
2018
Q3 | $9.91M | Buy |
49,131
+591
| +1% | +$119K | 0.04% | 422 |
|
2018
Q2 | $11M | Sell |
48,540
-1,014
| -2% | -$230K | 0.06% | 357 |
|
2018
Q1 | $9.93M | Buy |
49,554
+12,153
| +32% | +$2.44M | 0.06% | 347 |
|
2017
Q4 | $7.82M | Sell |
37,401
-1,106
| -3% | -$231K | 0.05% | 396 |
|
2017
Q3 | $8.24M | Buy |
38,507
+4,491
| +13% | +$961K | 0.05% | 390 |
|
2017
Q2 | $7.09M | Buy |
34,016
+1,609
| +5% | +$336K | 0.05% | 411 |
|
2017
Q1 | $7.09M | Buy |
32,407
+3,577
| +12% | +$783K | 0.05% | 378 |
|
2016
Q4 | $6.44M | Sell |
28,830
-4,390
| -13% | -$981K | 0.05% | 372 |
|
2016
Q3 | $7.41M | Buy |
33,220
+1
| +0% | +$223 | 0.07% | 315 |
|
2016
Q2 | $8.49M | Sell |
33,219
-714
| -2% | -$183K | 0.08% | 275 |
|
2016
Q1 | $9.36M | Buy |
33,933
+2,012
| +6% | +$555K | 0.11% | 221 |
|
2015
Q4 | $7.91M | Buy |
31,921
+3,839
| +14% | +$951K | 0.09% | 269 |
|
2015
Q3 | $5.94M | Buy |
28,082
+11,973
| +74% | +$2.53M | 0.1% | 250 |
|
2015
Q2 | $2.97M | Buy |
+16,109
| New | +$2.97M | 0.21% | 128 |
|
2013
Q3 | – | Sell |
-24,284
| Closed | -$3.72M | – | 837 |
|
2013
Q2 | $3.72M | Buy |
+24,284
| New | +$3.72M | 0.11% | 224 |
|