Symphony Financial’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 | $1.38M | Buy |
+9,475
| New | +$1.38M | 0.18% | 99 |
|
|
2025
Q1 | – | Sell |
-8,158
| Closed | -$1.24M | – | 135 |
|
|
2024
Q4 | $1.24M | Sell |
8,158
-814
| -9% | -$124K | 0.19% | 93 |
|
|
2024
Q3 | $1.59M | Sell |
8,972
-230
| -2% | -$40.8K | 0.26% | 81 |
|
|
2024
Q2 | $1.43M | Sell |
9,202
-656
| -7% | -$102K | 0.26% | 78 |
|
|
2024
Q1 | $1.45M | Buy |
9,858
+412
| +4% | +$60.6K | 0.34% | 71 |
|
|
2023
Q4 | $1.42M | Sell |
9,446
-2,826
| -23% | -$425K | 0.31% | 74 |
|
|
2023
Q3 | $1.46M | Sell |
12,272
-2,800
| -19% | -$334K | 0.36% | 54 |
|
|
2023
Q2 | $2.23M | Buy |
15,072
+2,070
| +16% | +$306K | 0.55% | 44 |
|
|
2023
Q1 | $2.07M | Buy |
13,002
+1,293
| +11% | +$205K | 0.53% | 44 |
|
|
2022
Q4 | $1.69M | Buy |
11,709
+504
| +4% | +$72.8K | 0.45% | 50 |
|
|
2022
Q3 | $1.89M | Buy |
11,205
+467
| +4% | +$78.9K | 0.62% | 42 |
|
|
2022
Q2 | $1.84M | Buy |
10,738
+3,295
| +44% | +$563K | 0.54% | 41 |
|
|
2022
Q1 | $1.59M | Buy |
+7,443
| New | +$1.59M | 0.37% | 54 |
|