Spirit of America Management Corp’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25,850
| Closed | -$3.44M | – | 243 |
|
|
2023
Q2 | $3.44M | Hold |
25,850
| – | – | 0.77% | 32 |
|
|
2023
Q1 | $3.39M | Hold |
25,850
| – | – | 0.76% | 32 |
|
|
2022
Q4 | $2.55M | Hold |
25,850
| – | – | 0.57% | 43 |
|
|
2022
Q3 | $2.86M | Hold |
25,850
| – | – | 0.68% | 38 |
|
|
2022
Q2 | $2.89M | Buy |
25,850
+3,700
| +17% | +$413K | 0.66% | 37 |
|
|
2022
Q1 | $3.11M | Buy |
22,150
+3,150
| +17% | +$442K | 0.61% | 41 |
|
|
2021
Q4 | $2.91M | Buy |
19,000
+550
| +3% | +$84.2K | 0.58% | 53 |
|
|
2021
Q3 | $2.12M | Buy |
18,450
+700
| +4% | +$80.3K | 0.46% | 62 |
|
|
2021
Q2 | $1.91M | Buy |
17,750
+800
| +5% | +$85.9K | 0.41% | 67 |
|
|
2021
Q1 | $1.46M | Hold |
16,950
| – | – | 0.34% | 77 |
|
|
2020
Q4 | $1.35M | Hold |
16,950
| – | – | 0.34% | 89 |
|
|
2020
Q3 | $1.19M | Hold |
16,950
| – | – | 0.32% | 89 |
|
|
2020
Q2 | $1.07M | Sell |
16,950
-1,125
| -6% | -$71.2K | 0.28% | 95 |
|
|
2020
Q1 | $1.14M | Hold |
18,075
| – | – | 0.37% | 80 |
|
|
2019
Q4 | $1.31M | Sell |
18,075
-600
| -3% | -$43.3K | 0.23% | 102 |
|
|
2019
Q3 | $1.31M | Sell |
18,675
-2,100
| -10% | -$148K | 0.21% | 103 |
|
|
2019
Q2 | $1.32M | Hold |
20,775
| – | – | 0.2% | 102 |
|
|
2019
Q1 | $1.35M | Hold |
20,775
| – | – | 0.2% | 103 |
|
|
2018
Q4 | $1.29M | Hold |
20,775
| – | – | 0.2% | 101 |
|
|
2018
Q3 | $1.32M | Hold |
20,775
| – | – | 0.16% | 116 |
|
|
2018
Q2 | $1.35M | Hold |
20,775
| – | – | 0.17% | 109 |
|
|
2018
Q1 | $1.16M | Sell |
20,775
-3,000
| -13% | -$167K | 0.15% | 122 |
|
|
2017
Q4 | $1.41M | Sell |
23,775
-13,500
| -36% | -$802K | 0.16% | 113 |
|
|
2017
Q3 | $2.03M | Sell |
37,275
-8,775
| -19% | -$479K | 0.22% | 87 |
|
|
2017
Q2 | $2.28M | Sell |
46,050
-1,500
| -3% | -$74.1K | 0.25% | 85 |
|
|
2017
Q1 | $2.6M | Hold |
47,550
| – | – | 0.28% | 72 |
|
|
2016
Q4 | $2.7M | Hold |
47,550
| – | – | 0.32% | 72 |
|
|
2016
Q3 | $2.82M | Hold |
47,550
| – | – | 0.37% | 67 |
|
|
2016
Q2 | $3.33M | Hold |
47,550
| – | – | 0.49% | 52 |
|
|
2016
Q1 | $3.74M | Hold |
47,550
| – | – | 0.66% | 45 |
|
|
2015
Q4 | $3.4M | Hold |
47,550
| – | – | 0.65% | 47 |
|
|
2015
Q3 | $2.99M | Hold |
47,550
| – | – | 0.62% | 44 |
|
|
2015
Q2 | $2.76M | Hold |
47,550
| – | – | 0.53% | 51 |
|
|
2015
Q1 | $2.98M | Buy |
47,550
+3,000
| +7% | +$188K | 0.63% | 46 |
|
|
2014
Q4 | $2.59M | Hold |
44,550
| – | – | 0.66% | 40 |
|
|
2014
Q3 | $2.21M | Hold |
44,550
| – | – | 0.67% | 37 |
|
|
2014
Q2 | $2.29M | Hold |
44,550
| – | – | 0.91% | 25 |
|
|
2014
Q1 | $2.18M | Sell |
44,550
-31,991
| -42% | -$1.57M | 0.9% | 25 |
|
|
2013
Q4 | $3.33M | Hold |
76,541
| – | – | 2.63% | 7 |
|
|
2013
Q3 | $3.86M | Hold |
76,541
| – | – | 1.42% | 10 |
|
|
2013
Q2 | $3.31M | Buy |
+76,541
| New | +$3.31M | 1.19% | 18 |
|