Sovereign Financial Group’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$311K Sell
2025
Q2
$318K Buy
2025
Q1
$322K Sell
2024
Q4
$330K Buy
2024
Q3
$397K Buy
2024
Q2
$308K Sell
2024
Q1
$312K Buy
2023
Q4
$292K Buy
2023
Q3
$251K Sell
2023
Q2
$280K Buy
2023
Q1
$290K Hold
2022
Q4
$269K Buy
2022
Q3
$276K Hold
2022
Q2
$295K Sell
2022
Q1
$372K Hold
2021
Q4
$357K Buy
2021
Q3
$230K Buy