Steward Partners Investment Advisory’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 | $3.52M | Buy |
11,984
+6,038
| +102% | +$1.77M | 0.03% | 524 |
|
|
2025
Q1 | $1.78M | Buy |
5,946
+1,051
| +21% | +$315K | 0.02% | 695 |
|
|
2024
Q4 | $1.47M | Buy |
4,895
+939
| +24% | +$281K | 0.01% | 735 |
|
|
2024
Q3 | $1.44M | Buy |
3,956
+134
| +4% | +$48.8K | 0.01% | 737 |
|
|
2024
Q2 | $1.1M | Buy |
3,822
+58
| +2% | +$16.7K | 0.01% | 776 |
|
|
2024
Q1 | $1.09M | Sell |
3,764
-696
| -16% | -$202K | 0.01% | 758 |
|
|
2023
Q4 | $1.36M | Sell |
4,460
-1,411
| -24% | -$430K | 0.02% | 626 |
|
|
2023
Q3 | $1.55M | Sell |
5,871
-3,959
| -40% | -$1.04M | 0.02% | 534 |
|
|
2023
Q2 | $2.87M | Buy |
9,830
+27
| +0.3% | +$7.88K | 0.04% | 381 |
|
|
2023
Q1 | $2.96M | Buy |
9,803
+461
| +5% | +$139K | 0.05% | 366 |
|
|
2022
Q4 | $2.62M | Buy |
9,342
+294
| +3% | +$82.4K | 0.04% | 378 |
|
|
2022
Q3 | $2.65M | Buy |
9,048
+372
| +4% | +$109K | 0.05% | 358 |
|
|
2022
Q2 | $2.71M | Buy |
8,676
+2,625
| +43% | +$821K | 0.05% | 356 |
|
|
2022
Q1 | $2.36M | Buy |
6,051
+1,584
| +35% | +$618K | 0.04% | 428 |
|
|
2021
Q4 | $1.67M | Buy |
4,467
+224
| +5% | +$83.9K | 0.03% | 542 |
|
|
2021
Q3 | $1.26M | Sell |
4,243
-466
| -10% | -$138K | 0.02% | 594 |
|
|
2021
Q2 | $1.42M | Sell |
4,709
-428
| -8% | -$129K | 0.02% | 552 |
|
|
2021
Q1 | $1.27M | Buy |
5,137
+1,271
| +33% | +$314K | 0.02% | 566 |
|
|
2020
Q4 | $893K | Buy |
3,866
+2,395
| +163% | +$553K | 0.02% | 595 |
|
|
2020
Q3 | $328K | Sell |
1,471
-43
| -3% | -$9.59K | 0.01% | 790 |
|
|
2020
Q2 | $290K | Buy |
1,514
+206
| +16% | +$39.5K | 0.01% | 764 |
|
|
2020
Q1 | $259K | Buy |
1,308
+5
| +0.4% | +$990 | 0.01% | 722 |
|
|
2019
Q4 | $277K | Sell |
1,303
-91
| -7% | -$19.3K | 0.01% | 785 |
|
|
2019
Q3 | $342K | Buy |
1,394
+228
| +20% | +$55.9K | 0.01% | 691 |
|
|
2019
Q2 | $277K | Sell |
1,166
-1,408
| -55% | -$334K | 0.01% | 718 |
|
|
2019
Q1 | $560K | Sell |
2,574
-35
| -1% | -$7.62K | 0.02% | 487 |
|
|
2018
Q4 | $528K | Sell |
2,609
-115
| -4% | -$23.3K | 0.03% | 471 |
|
|
2018
Q3 | $549K | Sell |
2,724
-245
| -8% | -$49.4K | 0.03% | 483 |
|
|
2018
Q2 | $674K | Sell |
2,969
-591
| -17% | -$134K | 0.04% | 398 |
|
|
2018
Q1 | $713K | Buy |
+3,560
| New | +$713K | 0.05% | 333 |
|