TFC Financial Management’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
$1.62K Sell
11
-4
-27% -$590 ﹤0.01% 528
2025
Q1
$2.23K Buy
15
+4
+36% +$594 ﹤0.01% 480
2024
Q4
$1.65K Hold
11
﹤0.01% 527
2024
Q3
$1.98K Hold
11
﹤0.01% 504
2024
Q2
$1.71K Sell
11
-1
-8% -$155 ﹤0.01% 499
2024
Q1
$1.76K Buy
12
+1
+9% +$147 ﹤0.01% 486
2023
Q4
$1.76K Buy
+11
New +$1.76K ﹤0.01% 466