Symphony Financial’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$261K Sell
2025
Q3
$352K Sell
2025
Q2
$1.38M Buy
2025
Q1
Sell
2024
Q4
$1.24M Sell
2024
Q3
$1.59M Sell
2024
Q2
$1.43M Sell
2024
Q1
$1.45M Buy
2023
Q4
$1.42M Sell
2023
Q3
$1.46M Sell
2023
Q2
$2.23M Buy
2023
Q1
$2.07M Buy
2022
Q4
$1.69M Buy
2022
Q3
$1.89M Buy
2022
Q2
$1.84M Buy
2022
Q1
$1.59M Buy