Steward Partners Investment Advisory’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
8,233
+167
| +2% | +$24.6K | 0.01% | 909 |
|
|
2025
Q1 | $1.2M | Buy |
8,066
+751
| +10% | +$112K | 0.01% | 844 |
|
|
2024
Q4 | $1.09M | Buy |
7,315
+600
| +9% | +$89.8K | 0.01% | 844 |
|
|
2024
Q3 | $1.21M | Buy |
6,715
+5
| +0.1% | +$901 | 0.01% | 790 |
|
|
2024
Q2 | $1.04M | Buy |
6,710
+224
| +3% | +$34.8K | 0.01% | 800 |
|
|
2024
Q1 | $953K | Sell |
6,486
-12
| -0.2% | -$1.76K | 0.01% | 809 |
|
|
2023
Q4 | $1.04M | Buy |
6,498
+490
| +8% | +$78.6K | 0.01% | 707 |
|
|
2023
Q3 | $730K | Buy |
6,008
+5,632
| +1,498% | +$685K | 0.01% | 784 |
|
|
2023
Q2 | $56K | Buy |
376
+300
| +395% | +$44.7K | ﹤0.01% | 1832 |
|
|
2023
Q1 | $12.4K | Hold |
76
| – | – | ﹤0.01% | 2461 |
|
|
2022
Q4 | $11.2K | Sell |
76
-115
| -60% | -$16.9K | ﹤0.01% | 2498 |
|
|
2022
Q3 | $33K | Sell |
191
-5
| -3% | -$864 | ﹤0.01% | 1976 |
|
|
2022
Q2 | $33K | Sell |
196
-14
| -7% | -$2.36K | ﹤0.01% | 1990 |
|
|
2022
Q1 | $43K | Buy |
210
+45
| +27% | +$9.21K | ﹤0.01% | 1990 |
|
|
2021
Q4 | $37K | Buy |
165
+2
| +1% | +$448 | ﹤0.01% | 2041 |
|
|
2021
Q3 | $27K | Buy |
163
+6
| +4% | +$994 | ﹤0.01% | 2185 |
|
|
2021
Q2 | $26K | Sell |
157
-215
| -58% | -$35.6K | ﹤0.01% | 4553 |
|
|
2021
Q1 | $49.3K | Buy |
372
+326
| +709% | +$43.2K | ﹤0.01% | 1990 |
|
|
2020
Q4 | $5K | Sell |
46
-189
| -80% | -$20.5K | ﹤0.01% | 2511 |
|
|
2020
Q3 | $25K | Buy |
235
+39
| +20% | +$4.15K | ﹤0.01% | 1804 |
|
|
2020
Q2 | $18K | Hold |
196
| – | – | ﹤0.01% | 1809 |
|
|
2020
Q1 | $18K | Hold |
196
| – | – | ﹤0.01% | 1641 |
|
|
2019
Q4 | $20K | Hold |
196
| – | – | ﹤0.01% | 1768 |
|
|
2019
Q3 | $22K | Hold |
196
| – | – | ﹤0.01% | 1687 |
|
|
2019
Q2 | $20K | Buy |
+196
| New | +$20K | ﹤0.01% | 1706 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$13K | – | 1208 |
|
|
2018
Q3 | $13K | Hold |
150
| – | – | ﹤0.01% | 1761 |
|
|
2018
Q2 | $15K | Hold |
150
| – | – | ﹤0.01% | 1573 |
|
|
2018
Q1 | $13K | Buy |
+150
| New | +$13K | ﹤0.01% | 1480 |
|