Sheaff Brock Investment 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
Q1 | $1.26M | Sell |
4,219
-10
| -0.2% | -$2.99K | 0.12% | 150 |
|
2024
Q4 | $1.27M | Sell |
4,229
-66
| -2% | -$19.8K | 0.11% | 141 |
|
2024
Q3 | $1.56M | Sell |
4,295
-60
| -1% | -$21.8K | 0.14% | 129 |
|
2024
Q2 | $1.25M | Sell |
4,355
-234
| -5% | -$67.3K | 0.12% | 142 |
|
2024
Q1 | $1.33M | Sell |
4,589
-41
| -0.9% | -$11.9K | 0.08% | 147 |
|
2023
Q4 | $1.41M | Buy |
4,630
+137
| +3% | +$41.8K | 0.11% | 131 |
|
2023
Q3 | $1.18M | Hold |
4,493
| – | – | 0.11% | 141 |
|
2023
Q2 | $1.31M | Sell |
4,493
-9
| -0.2% | -$2.63K | 0.11% | 136 |
|
2023
Q1 | $1.36M | Buy |
4,502
+23
| +0.5% | +$6.95K | 0.13% | 130 |
|
2022
Q4 | $1.25M | Buy |
4,479
+51
| +1% | +$14.3K | 0.12% | 130 |
|
2022
Q3 | $1.3M | Buy |
4,428
+35
| +0.8% | +$10.3K | 0.14% | 116 |
|
2022
Q2 | $1.37M | Buy |
4,393
+57
| +1% | +$17.8K | 0.11% | 111 |
|
2022
Q1 | $1.69M | Buy |
4,336
+244
| +6% | +$95.3K | 0.12% | 113 |
|
2021
Q4 | $1.53M | Buy |
4,092
+249
| +6% | +$93.3K | 0.1% | 137 |
|
2021
Q3 | $1.14M | Buy |
3,843
+88
| +2% | +$26.2K | 0.08% | 157 |
|
2021
Q2 | $1.13M | Buy |
3,755
+254
| +7% | +$76.4K | 0.08% | 158 |
|
2021
Q1 | $864K | Sell |
3,501
-9
| -0.3% | -$2.22K | 0.07% | 172 |
|
2020
Q4 | $810K | Sell |
3,510
-22
| -0.6% | -$5.08K | 0.07% | 164 |
|
2020
Q3 | $787K | Buy |
3,532
+33
| +0.9% | +$7.35K | 0.07% | 158 |
|
2020
Q2 | $671K | Buy |
3,499
+396
| +13% | +$75.9K | 0.07% | 185 |
|
2020
Q1 | $616K | Buy |
3,103
+267
| +9% | +$53K | 0.08% | 158 |
|
2019
Q4 | $604K | Buy |
2,836
+550
| +24% | +$117K | 0.06% | 217 |
|
2019
Q3 | $561K | Buy |
2,286
+320
| +16% | +$78.5K | 0.06% | 223 |
|
2019
Q2 | $468K | Buy |
1,966
+110
| +6% | +$26.2K | 0.05% | 248 |
|
2019
Q1 | $404K | Buy |
1,856
+187
| +11% | +$40.7K | 0.05% | 297 |
|
2018
Q4 | $338K | Buy |
+1,669
| New | +$338K | 0.05% | 294 |
|