Summit Financial’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 | $479K | Sell |
1,634
-123
| -7% | -$36.1K | 0.01% | 582 |
|
|
2025
Q1 | $526K | Buy |
1,757
+112
| +7% | +$33.5K | 0.01% | 499 |
|
|
2024
Q4 | $493K | Sell |
1,645
-65
| -4% | -$19.5K | 0.02% | 452 |
|
|
2024
Q3 | $622K | Buy |
1,710
+121
| +8% | +$44K | 0.02% | 338 |
|
|
2024
Q2 | $457K | Buy |
1,589
+393
| +33% | +$113K | 0.02% | 339 |
|
|
2024
Q1 | $347K | Buy |
1,196
+111
| +10% | +$32.2K | 0.02% | 306 |
|
|
2023
Q4 | $331K | Sell |
1,085
-72
| -6% | -$22K | 0.02% | 289 |
|
|
2023
Q3 | $305K | Buy |
+1,157
| New | +$305K | 0.02% | 288 |
|