Sigma Planning Corp’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 | $205K | Sell |
1,387
-122
| -8% | -$18K | 0.01% | 1168 |
|
|
2025
Q1 | $224K | Buy |
1,509
+7
| +0.5% | +$1.04K | 0.01% | 1077 |
|
|
2024
Q4 | $225K | Sell |
1,502
-143
| -9% | -$21.4K | 0.01% | 1043 |
|
|
2024
Q3 | $296K | Sell |
1,645
-77
| -4% | -$13.9K | 0.01% | 957 |
|
|
2024
Q2 | $268K | Sell |
1,722
-124
| -7% | -$19.3K | 0.01% | 968 |
|
|
2024
Q1 | $271K | Buy |
+1,846
| New | +$271K | 0.01% | 1002 |
|
|
2022
Q3 | – | Sell |
-1,288
| Closed | -$219K | – | 1274 |
|
|
2022
Q2 | $219K | Sell |
1,288
-1,770
| -58% | -$301K | 0.01% | 1120 |
|
|
2022
Q1 | $629K | Buy |
3,058
+1,151
| +60% | +$237K | 0.02% | 738 |
|
|
2021
Q4 | $433K | Sell |
1,907
-103
| -5% | -$23.4K | 0.01% | 901 |
|
|
2021
Q3 | $338K | Buy |
2,010
+559
| +39% | +$94K | 0.01% | 986 |
|
|
2021
Q2 | $238K | Buy |
+1,451
| New | +$238K | 0.01% | 1181 |
|
|
2019
Q4 | – | Sell |
-1,903
| Closed | -$222K | – | 1049 |
|
|
2019
Q3 | $222K | Buy |
+1,903
| New | +$222K | 0.01% | 870 |
|
|
2015
Q1 | – | Sell |
-9,504
| Closed | -$557K | – | 761 |
|
|
2014
Q4 | $557K | Buy |
+9,504
| New | +$557K | 0.07% | 313 |
|