Southland Equity Partners’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
3,331
-65
| -2% | -$6.67K | 0.07% | 167 |
|
|
2025
Q1 | $292K | Buy |
3,396
+5
| +0.1% | +$430 | 0.07% | 181 |
|
|
2024
Q4 | $356K | Sell |
3,391
-541
| -14% | -$56.9K | 0.08% | 151 |
|
|
2024
Q3 | $467K | Sell |
3,932
-889
| -18% | -$106K | 0.11% | 123 |
|
|
2024
Q2 | $432K | Buy |
4,821
+79
| +2% | +$7.08K | 0.12% | 112 |
|
|
2024
Q1 | $380K | Sell |
4,742
-527
| -10% | -$42.3K | 0.11% | 130 |
|
|
2023
Q4 | $369K | Sell |
5,269
-80
| -1% | -$5.6K | 0.12% | 117 |
|
|
2023
Q3 | $318K | Buy |
5,349
+1
| +0% | +$59 | 0.11% | 128 |
|
|
2023
Q2 | $304K | Sell |
5,348
-910
| -15% | -$51.7K | 0.1% | 131 |
|
|
2023
Q1 | $331K | Sell |
6,258
-54
| -0.9% | -$2.86K | 0.13% | 116 |
|
|
2022
Q4 | $315K | Sell |
6,312
-57
| -0.9% | -$2.84K | 0.12% | 119 |
|
|
2022
Q3 | $280K | Buy |
6,369
+215
| +3% | +$9.45K | 0.14% | 117 |
|
|
2022
Q2 | $300K | Buy |
6,154
+176
| +3% | +$8.57K | 0.14% | 115 |
|
|
2022
Q1 | $331K | Buy |
5,978
+296
| +5% | +$16.4K | 0.14% | 114 |
|
|
2021
Q4 | $297K | Sell |
5,682
-374
| -6% | -$19.6K | 0.12% | 124 |
|
|
2021
Q3 | $263K | Buy |
6,056
+236
| +4% | +$10.3K | 0.12% | 132 |
|
|
2021
Q2 | $246K | Buy |
+5,820
| New | +$246K | 0.12% | 132 |
|