TFC Financial Management’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
$2.35K Sell
8
-1
-11% -$294 ﹤0.01% 493
2025
Q1
$2.69K Hold
9
﹤0.01% 462
2024
Q4
$2.7K Hold
9
﹤0.01% 475
2024
Q3
$3.28K Buy
9
+1
+13% +$364 ﹤0.01% 457
2024
Q2
$2.3K Buy
8
+1
+14% +$288 ﹤0.01% 467
2024
Q1
$2.03K Buy
7
+1
+17% +$290 ﹤0.01% 468
2023
Q4
$1.83K Hold
6
﹤0.01% 463
2023
Q3
$1.58K Sell
6
-1
-14% -$264 ﹤0.01% 488
2023
Q2
$2.04K Buy
7
+1
+17% +$292 ﹤0.01% 440
2023
Q1
$1.81K Buy
6
+3
+100% +$907 ﹤0.01% 469
2022
Q4
$841 Sell
3
-553
-99% -$155K ﹤0.01% 473
2022
Q3
$163K Hold
556
0.05% 102
2022
Q2
$174K Hold
556
0.05% 103
2022
Q1
$217K Hold
556
0.06% 93
2021
Q4
$208K Hold
556
0.06% 103
2021
Q3
$165K Hold
556
0.05% 113
2021
Q2
$167K Hold
556
0.06% 108
2021
Q1
$137K Hold
556
0.05% 114
2020
Q4
$128K Hold
556
0.05% 116
2020
Q3
$124K Buy
+556
New +$124K 0.06% 99