Sequoia Financial Advisors’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 | $5.1M | Buy |
17,371
+8,507
| +96% | +$2.5M | 0.03% | 277 |
|
|
2025
Q1 | $2.65M | Buy |
8,864
+392
| +5% | +$117K | 0.02% | 380 |
|
|
2024
Q4 | $2.54M | Buy |
8,472
+1,710
| +25% | +$512K | 0.02% | 359 |
|
|
2024
Q3 | $2.46M | Buy |
6,762
+830
| +14% | +$302K | 0.03% | 332 |
|
|
2024
Q2 | $1.71M | Buy |
5,932
+1,083
| +22% | +$312K | 0.02% | 365 |
|
|
2024
Q1 | $1.41M | Sell |
4,849
-826
| -15% | -$240K | 0.02% | 393 |
|
|
2023
Q4 | $1.73M | Buy |
5,675
+4,498
| +382% | +$1.37M | 0.02% | 388 |
|
|
2023
Q3 | $310K | Sell |
1,177
-156
| -12% | -$41.1K | 0.01% | 677 |
|
|
2023
Q2 | $389K | Buy |
1,333
+137
| +11% | +$40K | 0.01% | 601 |
|
|
2023
Q1 | $361K | Buy |
1,196
+128
| +12% | +$38.7K | 0.01% | 559 |
|
|
2022
Q4 | $299K | Buy |
+1,068
| New | +$299K | 0.01% | 582 |
|
|
2022
Q3 | – | Sell |
-1,239
| Closed | -$387K | – | 573 |
|
|
2022
Q2 | $387K | Buy |
1,239
+219
| +21% | +$68.4K | 0.01% | 384 |
|
|
2022
Q1 | $398K | Buy |
+1,020
| New | +$398K | 0.01% | 415 |
|