Summit Securities Group’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 | $21.1K | Buy |
+143
| New | +$21.1K | ﹤0.01% | 588 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$150 | – | 739 |
|
|
2024
Q4 | $150 | Buy |
+1
| New | +$150 | ﹤0.01% | 448 |
|
|
2023
Q3 | – | Sell |
-177
| Closed | -$26K | – | 554 |
|
|
2023
Q2 | $26K | Sell |
177
-86
| -33% | -$12.6K | ﹤0.01% | 438 |
|
|
2023
Q1 | $43K | Buy |
263
+126
| +92% | +$20.6K | ﹤0.01% | 329 |
|
|
2022
Q4 | $20K | Buy |
+137
| New | +$20K | ﹤0.01% | 677 |
|
|
2022
Q3 | – | Sell |
-280
| Closed | -$48K | – | 779 |
|
|
2022
Q2 | $48K | Buy |
280
+225
| +409% | +$38.6K | 0.01% | 383 |
|
|
2022
Q1 | $11K | Buy |
+55
| New | +$11K | ﹤0.01% | 581 |
|
|
2021
Q4 | – | Sell |
-1,201
| Closed | -$202K | – | 431 |
|
|
2021
Q3 | $202K | Buy |
+1,201
| New | +$202K | 0.02% | 304 |
|