SI
Stephens Inc’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.94M | Sell |
29,086
-1,890
| -6% | -$581K | 0.12% | 172 |
|
|
2025
Q1 | $9.27M | Sell |
30,976
-6,849
| -18% | -$2.05M | 0.14% | 163 |
|
|
2024
Q4 | $11.3M | Buy |
37,825
+900
| +2% | +$269K | 0.16% | 140 |
|
|
2024
Q3 | $13.4M | Buy |
36,925
+1,146
| +3% | +$417K | 0.19% | 129 |
|
|
2024
Q2 | $10.3M | Buy |
35,779
+5,759
| +19% | +$1.66M | 0.16% | 151 |
|
|
2024
Q1 | $8.71M | Buy |
30,020
+8,275
| +38% | +$2.4M | 0.14% | 182 |
|
|
2023
Q4 | $6.63M | Buy |
21,745
+17,809
| +452% | +$5.43M | 0.11% | 201 |
|
|
2023
Q3 | $1.04M | Sell |
3,936
-34
| -0.9% | -$8.96K | 0.02% | 508 |
|
|
2023
Q2 | $1.16M | Sell |
3,970
-11,141
| -74% | -$3.25M | 0.02% | 513 |
|
|
2023
Q1 | $4.57M | Buy |
15,111
+2,472
| +20% | +$747K | 0.09% | 239 |
|
|
2022
Q4 | $3.54M | Buy |
12,639
+5,717
| +83% | +$1.6M | 0.07% | 269 |
|
|
2022
Q3 | $2.03M | Buy |
6,922
+4,498
| +186% | +$1.32M | 0.04% | 361 |
|
|
2022
Q2 | $758K | Sell |
2,424
-58
| -2% | -$18.1K | 0.02% | 595 |
|
|
2022
Q1 | $969K | Hold |
2,482
| – | – | 0.02% | 603 |
|
|
2021
Q4 | $930K | Buy |
2,482
+793
| +47% | +$297K | 0.01% | 654 |
|
|
2021
Q3 | $502K | Sell |
1,689
-365
| -18% | -$108K | 0.01% | 868 |
|
|
2021
Q2 | $618K | Buy |
2,054
+601
| +41% | +$181K | 0.01% | 812 |
|
|
2021
Q1 | $359K | Buy |
1,453
+1
| +0.1% | +$247 | 0.01% | 940 |
|
|
2020
Q4 | $335K | Buy |
1,452
+74
| +5% | +$17.1K | 0.01% | 892 |
|
|
2020
Q3 | $307K | Sell |
1,378
-217
| -14% | -$48.3K | 0.01% | 864 |
|
|
2020
Q2 | $306K | Sell |
1,595
-544
| -25% | -$104K | 0.01% | 833 |
|
|
2020
Q1 | $425K | Buy |
2,139
+308
| +17% | +$61.2K | 0.01% | 692 |
|
|
2019
Q4 | $390K | Sell |
1,831
-522
| -22% | -$111K | 0.01% | 795 |
|
|
2019
Q3 | $577K | Sell |
2,353
-123
| -5% | -$30.2K | 0.01% | 711 |
|
|
2019
Q2 | $590K | Sell |
2,476
-730
| -23% | -$174K | 0.01% | 719 |
|
|
2019
Q1 | $698K | Sell |
3,206
-813
| -20% | -$177K | 0.02% | 660 |
|
|
2018
Q4 | $814K | Sell |
4,019
-16,315
| -80% | -$3.3M | 0.02% | 570 |
|
|
2018
Q3 | $4.1M | Sell |
20,334
-1,102
| -5% | -$222K | 0.1% | 241 |
|
|
2018
Q2 | $4.86M | Sell |
21,436
-6,217
| -22% | -$1.41M | 0.15% | 175 |
|
|
2018
Q1 | $5.54M | Buy |
27,653
+2,820
| +11% | +$565K | 0.21% | 122 |
|
|
2017
Q4 | $5.19M | Buy |
24,833
+1,977
| +9% | +$413K | 0.19% | 134 |
|
|
2017
Q3 | $4.89M | Buy |
22,856
+7,402
| +48% | +$1.58M | 0.18% | 123 |
|
|
2017
Q2 | $3.22M | Buy |
15,454
+13,782
| +824% | +$2.87M | 0.11% | 204 |
|
|
2017
Q1 | $366K | Buy |
1,672
+3
| +0.2% | +$657 | 0.01% | 610 |
|
|
2016
Q4 | $373K | Buy |
+1,669
| New | +$373K | 0.02% | 557 |
|
|
2015
Q3 | – | Sell |
-14,301
| Closed | -$2.64M | – | 792 |
|
|
2015
Q2 | $2.64M | Buy |
14,301
+395
| +3% | +$72.8K | 0.12% | 201 |
|
|
2015
Q1 | $2.74M | Sell |
13,906
-18,277
| -57% | -$3.6M | 0.12% | 194 |
|
|
2014
Q4 | $5.95M | Buy |
32,183
+3,158
| +11% | +$584K | 0.28% | 71 |
|
|
2014
Q3 | $4.81M | Buy |
29,025
+7,900
| +37% | +$1.31M | 0.24% | 91 |
|
|
2014
Q2 | $3.62M | Buy |
21,125
+1,438
| +7% | +$246K | 0.18% | 138 |
|
|
2014
Q1 | $3.32M | Buy |
19,687
+2,272
| +13% | +$383K | 0.18% | 147 |
|
|
2013
Q4 | $2.62M | Sell |
17,415
-370
| -2% | -$55.7K | 0.13% | 173 |
|
|
2013
Q3 | $2.86M | Sell |
17,785
-243
| -1% | -$39K | 0.15% | 136 |
|
|
2013
Q2 | $2.76M | Buy |
+18,028
| New | +$2.76M | 0.15% | 124 |
|