Sequoia Financial Advisors’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.07M	Buy	18,731 +2,129	+13%	+$610K	0.03%	322
2025 Q4	$4.31M	Sell	16,602 -1,283	-7%	-$359K	0.02%	353
2025 Q3	$5.17M	Buy	17,885 +514	+3%	+$148K	0.03%	302
2025 Q2	$5.1M	Buy	17,371 +8,507	+96%	+$2.52M	0.03%	279
2025 Q1	$2.65M	Buy	8,864 +392	+5%	+$117K	0.02%	382
2024 Q4	$2.54M	Buy	8,472 +1,710	+25%	+$567K	0.02%	361
2024 Q3	$2.46M	Buy	6,762 +830	+14%	+$269K	0.03%	332
2024 Q2	$1.71M	Buy	5,932 +1,083	+22%	+$299K	0.02%	367
2024 Q1	$1.41M	Sell	4,849 -826	-15%	-$237K	0.02%	395
2023 Q4	$1.73M	Buy	5,675 +4,498	+382%	+$1.19M	0.02%	388
2023 Q3	$310K	Sell	1,177 -156	-12%	-$43.7K	0.01%	680
2023 Q2	$389K	Buy	1,333 +137	+11%	+$39.9K	0.01%	603
2023 Q1	$361K	Buy	1,196 +128	+12%	+$37.6K	0.01%	561
2022 Q4	$299K	Buy	+1,068	New	+$311K	0.01%	582
2022 Q3	–	Sell	-1,239	Closed	-$387K	–	573
2022 Q2	$387K	Buy	1,239 +219	+21%	+$75.8K	0.01%	384
2022 Q1	$398K	Buy	+1,020	New	+$370K	0.01%	415