Sara-Bay Financial’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 | $322K | Sell |
1,098
-30
| -3% | -$8.8K | 0.12% | 63 |
|
|
2025
Q1 | $332K | Sell |
1,128
-603
| -35% | -$178K | 0.15% | 63 |
|
|
2024
Q4 | $512K | Hold |
1,731
| – | – | 0.19% | 50 |
|
|
2024
Q3 | $630K | Sell |
1,731
-37
| -2% | -$13.5K | 0.23% | 49 |
|
|
2024
Q2 | $509K | Buy |
1,768
+14
| +0.8% | +$4.03K | 0.21% | 60 |
|
|
2024
Q1 | $503K | Sell |
1,754
-51
| -3% | -$14.6K | 0.23% | 55 |
|
|
2023
Q4 | $551K | Sell |
1,805
-67
| -4% | -$20.4K | 0.27% | 45 |
|
|
2023
Q3 | $493K | Sell |
1,872
-17
| -0.9% | -$4.48K | 0.25% | 47 |
|
|
2023
Q2 | $551K | Buy |
1,889
+265
| +16% | +$77.3K | 0.27% | 45 |
|
|
2023
Q1 | $491K | Sell |
1,624
-45
| -3% | -$13.6K | 0.25% | 46 |
|
|
2022
Q4 | $468K | Sell |
1,669
-14
| -0.8% | -$3.93K | 0.26% | 46 |
|
|
2022
Q3 | $493K | Sell |
1,683
-10
| -0.6% | -$2.93K | 0.27% | 42 |
|
|
2022
Q2 | $527K | Sell |
1,693
-13
| -0.8% | -$4.05K | 0.26% | 44 |
|
|
2022
Q1 | $666K | Hold |
1,706
| – | – | 0.26% | 38 |
|
|
2021
Q4 | $639K | Sell |
1,706
-16
| -0.9% | -$5.99K | 0.19% | 42 |
|
|
2021
Q3 | $512K | Hold |
1,722
| – | – | 0.2% | 47 |
|
|
2021
Q2 | $518K | Sell |
1,722
-87
| -5% | -$26.2K | 0.2% | 47 |
|
|
2021
Q1 | $446K | Sell |
1,809
-31
| -2% | -$7.64K | 0.18% | 49 |
|
|
2020
Q4 | $425K | Sell |
1,840
-308
| -14% | -$71.1K | 0.19% | 50 |
|
|
2020
Q3 | $478K | Sell |
2,148
-1,000
| -32% | -$223K | 0.26% | 41 |
|
|
2020
Q2 | $617K | Buy |
+3,148
| New | +$617K | 0.35% | 29 |
|