Seven Post Investment Office’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 | $8.66M | Buy |
29,524
+274
| +0.9% | +$80.4K | 3.26% | 11 |
|
|
2025
Q1 | $8.75M | Buy |
29,250
+171
| +0.6% | +$51.2K | 3.34% | 9 |
|
|
2024
Q4 | $8.71M | Buy |
29,079
+287
| +1% | +$85.9K | 3.33% | 9 |
|
|
2024
Q3 | $10.5M | Buy |
28,792
+238
| +0.8% | +$86.6K | 1.58% | 14 |
|
|
2024
Q2 | $8.21M | Sell |
28,554
-395
| -1% | -$114K | 1.52% | 14 |
|
|
2024
Q1 | $8.4M | Buy |
28,949
+308
| +1% | +$89.3K | 2.05% | 13 |
|
|
2023
Q4 | $8.74M | Buy |
28,641
+349
| +1% | +$106K | 2.2% | 11 |
|
|
2023
Q3 | $7.46M | Buy |
28,292
+326
| +1% | +$85.9K | 2.06% | 11 |
|
|
2023
Q2 | $8.16M | Buy |
27,966
+1,091
| +4% | +$318K | 2.49% | 10 |
|
|
2023
Q1 | $8.12M | Hold |
26,875
| – | – | 2.93% | 8 |
|
|
2022
Q4 | $7.53M | Hold |
26,875
| – | – | 2.65% | 9 |
|
|
2022
Q3 | $7.87M | Hold |
26,875
| – | – | 3.06% | 8 |
|
|
2022
Q2 | $8.4M | Hold |
26,875
| – | – | 3.12% | 8 |
|
|
2022
Q1 | $10.5M | Hold |
26,875
| – | – | 3.2% | 9 |
|
|
2021
Q4 | $10.1M | Hold |
26,875
| – | – | 2.72% | 8 |
|
|
2021
Q3 | $7.99M | Hold |
26,875
| – | – | 2.48% | 10 |
|
|
2021
Q2 | $8.08M | Buy |
26,875
+175
| +0.7% | +$52.6K | 2.44% | 8 |
|
|
2021
Q1 | $6.59M | Hold |
26,700
| – | – | 2.3% | 8 |
|
|
2020
Q4 | $6.17M | Sell |
26,700
-2,696
| -9% | -$623K | 2.51% | 8 |
|
|
2020
Q3 | $6.55M | Buy |
29,396
+2,361
| +9% | +$526K | 2.58% | 8 |
|
|
2020
Q2 | $5.19M | Buy |
27,035
+335
| +1% | +$64.3K | 2.19% | 11 |
|
|
2020
Q1 | $5.3M | Buy |
+26,700
| New | +$5.3M | 2.78% | 9 |
|