Sovereign Financial Group’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 | $318K | Buy |
1,085
+8
| +0.7% | +$2.35K | 0.07% | 236 |
|
|
2025
Q1 | $322K | Sell |
1,077
-24
| -2% | -$7.18K | 0.07% | 219 |
|
|
2024
Q4 | $330K | Buy |
1,101
+9
| +0.8% | +$2.7K | 0.08% | 224 |
|
|
2024
Q3 | $397K | Buy |
1,092
+20
| +2% | +$7.28K | 0.09% | 196 |
|
|
2024
Q2 | $308K | Sell |
1,072
-3
| -0.3% | -$863 | 0.08% | 214 |
|
|
2024
Q1 | $312K | Buy |
1,075
+118
| +12% | +$34.2K | 0.08% | 210 |
|
|
2023
Q4 | $292K | Buy |
957
+3
| +0.3% | +$915 | 0.09% | 190 |
|
|
2023
Q3 | $251K | Sell |
954
-6
| -0.6% | -$1.58K | 0.09% | 191 |
|
|
2023
Q2 | $280K | Buy |
960
+1
| +0.1% | +$292 | 0.09% | 192 |
|
|
2023
Q1 | $290K | Hold |
959
| – | – | 0.11% | 178 |
|
|
2022
Q4 | $269K | Buy |
959
+17
| +2% | +$4.76K | 0.11% | 181 |
|
|
2022
Q3 | $276K | Hold |
942
| – | – | 0.11% | 163 |
|
|
2022
Q2 | $295K | Sell |
942
-10
| -1% | -$3.13K | 0.12% | 158 |
|
|
2022
Q1 | $372K | Hold |
952
| – | – | 0.14% | 151 |
|
|
2021
Q4 | $357K | Buy |
952
+178
| +23% | +$66.8K | 0.14% | 141 |
|
|
2021
Q3 | $230K | Buy |
+774
| New | +$230K | 0.13% | 146 |
|