Sowell Financial Services’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 | $2.41M | Buy |
8,211
+57
| +0.7% | +$16.7K | 0.1% | 213 |
|
|
2025
Q1 | $2.44M | Buy |
+8,154
| New | +$2.44M | 0.11% | 191 |
|
|
2023
Q2 | – | Sell |
-1,522
| Closed | -$460K | – | 766 |
|
|
2023
Q1 | $460K | Buy |
+1,522
| New | +$460K | 0.04% | 451 |
|
|
2021
Q2 | – | Sell |
-1,568
| Closed | -$431K | – | 2154 |
|
|
2021
Q1 | $431K | Buy |
1,568
+888
| +131% | +$244K | 0.02% | 708 |
|
|
2020
Q4 | $157K | Buy |
680
+17
| +3% | +$3.93K | 0.01% | 952 |
|
|
2020
Q3 | $148K | Sell |
663
-2
| -0.3% | -$446 | 0.01% | 834 |
|
|
2020
Q2 | $128K | Buy |
665
+130
| +24% | +$25K | 0.01% | 892 |
|
|
2020
Q1 | $106K | Sell |
535
-752
| -58% | -$149K | 0.01% | 823 |
|
|
2019
Q4 | $274K | Buy |
1,287
+534
| +71% | +$114K | 0.02% | 611 |
|
|
2019
Q3 | $185K | Buy |
+753
| New | +$185K | 0.02% | 669 |
|
|
2017
Q1 | – | Sell |
-285
| Closed | -$62K | – | 508 |
|
|
2016
Q4 | $62K | Buy |
+285
| New | +$62K | 0.02% | 319 |
|