Stratos Wealth Partners’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 | $779K | Sell |
2,654
-429
| -14% | -$126K | 0.01% | 780 |
|
|
2025
Q1 | $923K | Sell |
3,083
-187
| -6% | -$56K | 0.01% | 690 |
|
|
2024
Q4 | $979K | Buy |
3,270
+202
| +7% | +$60.5K | 0.01% | 707 |
|
|
2024
Q3 | $1.12M | Buy |
3,068
+292
| +11% | +$106K | 0.02% | 639 |
|
|
2024
Q2 | $799K | Sell |
2,776
-5
| -0.2% | -$1.44K | 0.01% | 728 |
|
|
2024
Q1 | $807K | Buy |
2,781
+317
| +13% | +$92K | 0.01% | 719 |
|
|
2023
Q4 | $752K | Buy |
2,464
+296
| +14% | +$90.3K | 0.01% | 720 |
|
|
2023
Q3 | $571K | Buy |
2,168
+398
| +22% | +$105K | 0.01% | 779 |
|
|
2023
Q2 | $517K | Sell |
1,770
-16
| -0.9% | -$4.67K | 0.01% | 753 |
|
|
2023
Q1 | $540K | Sell |
1,786
-120
| -6% | -$36.3K | 0.01% | 674 |
|
|
2022
Q4 | $534K | Sell |
1,906
-91
| -5% | -$25.5K | 0.01% | 713 |
|
|
2022
Q3 | $585K | Sell |
1,997
-80
| -4% | -$23.4K | 0.02% | 632 |
|
|
2022
Q2 | $650K | Buy |
2,077
+133
| +7% | +$41.6K | 0.02% | 629 |
|
|
2022
Q1 | $759K | Buy |
1,944
+200
| +11% | +$78.1K | 0.02% | 644 |
|
|
2021
Q4 | $653K | Buy |
1,744
+88
| +5% | +$33K | 0.01% | 718 |
|
|
2021
Q3 | $492K | Buy |
1,656
+102
| +7% | +$30.3K | 0.01% | 752 |
|
|
2021
Q2 | $467K | Buy |
1,554
+224
| +17% | +$67.3K | 0.01% | 791 |
|
|
2021
Q1 | $328K | Buy |
1,330
+40
| +3% | +$9.87K | 0.01% | 855 |
|
|
2020
Q4 | $298K | Buy |
1,290
+126
| +11% | +$29.1K | 0.01% | 851 |
|
|
2020
Q3 | $259K | Buy |
1,164
+98
| +9% | +$21.8K | 0.01% | 838 |
|
|
2020
Q2 | $205K | Sell |
1,066
-272
| -20% | -$52.3K | 0.01% | 895 |
|
|
2020
Q1 | $266K | Buy |
1,338
+29
| +2% | +$5.77K | 0.01% | 724 |
|
|
2019
Q4 | $279K | Sell |
1,309
-7
| -0.5% | -$1.49K | 0.01% | 778 |
|
|
2019
Q3 | $323K | Sell |
1,316
-21
| -2% | -$5.15K | 0.01% | 699 |
|
|
2019
Q2 | $318K | Buy |
1,337
+10
| +0.8% | +$2.38K | 0.01% | 716 |
|
|
2019
Q1 | $289K | Buy |
1,327
+60
| +5% | +$13.1K | 0.01% | 730 |
|
|
2018
Q4 | $256K | Sell |
1,267
-345
| -21% | -$69.7K | 0.01% | 717 |
|
|
2018
Q3 | $325K | Buy |
1,612
+75
| +5% | +$15.1K | 0.01% | 684 |
|
|
2018
Q2 | $349K | Sell |
1,537
-74
| -5% | -$16.8K | 0.02% | 685 |
|
|
2018
Q1 | $323K | Sell |
1,611
-424
| -21% | -$85K | 0.01% | 694 |
|
|
2017
Q4 | $425K | Buy |
2,035
+90
| +5% | +$18.8K | 0.02% | 567 |
|
|
2017
Q3 | $416K | Sell |
1,945
-222
| -10% | -$47.5K | 0.02% | 560 |
|
|
2017
Q2 | $452K | Buy |
2,167
+282
| +15% | +$58.8K | 0.02% | 493 |
|
|
2017
Q1 | $413K | Buy |
1,885
+699
| +59% | +$153K | 0.02% | 473 |
|
|
2016
Q4 | $265K | Buy |
+1,186
| New | +$265K | 0.02% | 552 |
|
|
2016
Q3 | – | Sell |
-1,189
| Closed | -$304K | – | 711 |
|
|
2016
Q2 | $304K | Sell |
1,189
-90
| -7% | -$23K | 0.02% | 444 |
|
|
2016
Q1 | $353K | Sell |
1,279
-325
| -20% | -$89.7K | 0.03% | 372 |
|
|
2015
Q4 | $397K | Buy |
1,604
+496
| +45% | +$123K | 0.03% | 356 |
|
|
2015
Q3 | $234K | Buy |
+1,108
| New | +$234K | 0.03% | 447 |
|