Sequoia Financial Advisors’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Buy |
4,046
+1,254
| +45% | +$185K | ﹤0.01% | 910 |
|
|
2025
Q1 | $415K | Sell |
2,792
-26
| -0.9% | -$3.86K | ﹤0.01% | 920 |
|
|
2024
Q4 | $422K | Buy |
2,818
+292
| +12% | +$43.7K | ﹤0.01% | 870 |
|
|
2024
Q3 | $455K | Buy |
2,526
+129
| +5% | +$23.2K | ﹤0.01% | 787 |
|
|
2024
Q2 | $372K | Buy |
2,397
+369
| +18% | +$57.3K | ﹤0.01% | 805 |
|
|
2024
Q1 | $298K | Sell |
2,028
-1,066
| -34% | -$157K | ﹤0.01% | 860 |
|
|
2023
Q4 | $496K | Buy |
+3,094
| New | +$496K | 0.01% | 731 |
|