Transamerica Financial Advisors’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 | $271K | Sell |
923
-39
| -4% | -$11.4K | 0.03% | 203 |
|
|
2025
Q1 | $288K | Buy |
962
+122
| +15% | +$36.5K | 0.03% | 206 |
|
|
2024
Q4 | $252K | Buy |
840
+27
| +3% | +$8.1K | 0.02% | 215 |
|
|
2024
Q3 | $296K | Sell |
813
-116
| -12% | -$42.2K | 0.03% | 204 |
|
|
2024
Q2 | $268K | Hold |
929
| – | – | 0.03% | 186 |
|
|
2024
Q1 | $270K | Buy |
929
+740
| +392% | +$215K | 0.03% | 209 |
|
|
2023
Q4 | $58K | Buy |
189
+140
| +286% | +$43K | 0.01% | 291 |
|
|
2023
Q3 | $13K | Buy |
49
+48
| +4,800% | +$12.7K | ﹤0.01% | 323 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 540 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 523 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 602 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 567 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 576 |
|
|
2020
Q4 | – | Sell |
-2
| Closed | -$1K | – | 197 |
|
|
2020
Q3 | $1K | Sell |
2
-906
| -100% | -$453K | 0.02% | 170 |
|
|
2020
Q2 | $175K | Buy |
+908
| New | +$175K | 0.04% | 181 |
|
|
2019
Q3 | – | Sell |
-374
| Closed | -$89K | – | 416 |
|
|
2019
Q2 | $89K | Buy |
+374
| New | +$89K | 0.02% | 229 |
|
|
2019
Q1 | – | Sell |
-3
| Closed | -$1K | – | 370 |
|
|
2018
Q4 | $1K | Buy |
3
+1
| +50% | +$333 | ﹤0.01% | 468 |
|
|
2018
Q3 | $1K | Sell |
2
-1
| -33% | -$500 | ﹤0.01% | 467 |
|
|
2018
Q2 | $1K | Sell |
3
-2,514
| -100% | -$838K | ﹤0.01% | 447 |
|
|
2018
Q1 | $505K | Sell |
2,517
-362
| -13% | -$72.6K | 0.07% | 172 |
|
|
2017
Q4 | $602K | Sell |
2,879
-48
| -2% | -$10K | 0.08% | 185 |
|
|
2017
Q3 | $627K | Sell |
2,927
-70
| -2% | -$15K | 0.08% | 176 |
|
|
2017
Q2 | $625K | Sell |
2,997
-6,764
| -69% | -$1.41M | 0.08% | 160 |
|
|
2017
Q1 | $2.14M | Buy |
9,761
+65
| +0.7% | +$14.2K | 0.26% | 109 |
|
|
2016
Q4 | $2.17M | Buy |
9,696
+198
| +2% | +$44.3K | 0.26% | 106 |
|
|
2016
Q3 | $2.12M | Buy |
9,498
+824
| +9% | +$184K | 0.23% | 109 |
|
|
2016
Q2 | $2.22M | Sell |
8,674
-467
| -5% | -$119K | 0.22% | 107 |
|
|
2016
Q1 | $2.52M | Sell |
9,141
-15,746
| -63% | -$4.34M | 0.21% | 103 |
|
|
2015
Q4 | $6.17M | Buy |
24,887
+1,473
| +6% | +$365K | 0.45% | 40 |
|
|
2015
Q3 | $4.96M | Buy |
23,414
+636
| +3% | +$135K | 0.4% | 41 |
|
|
2015
Q2 | $4.2M | Buy |
22,778
+2,088
| +10% | +$385K | 0.3% | 63 |
|
|
2015
Q1 | $4.08M | Buy |
20,690
+20,689
| +2,068,900% | +$4.08M | 0.28% | 51 |
|
|
2014
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 681 |
|
|
2014
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 643 |
|
|
2014
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 649 |
|
|
2014
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 612 |
|
|
2013
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 579 |
|
|
2013
Q3 | $1K | Sell |
1
-273
| -100% | -$273K | ﹤0.01% | 573 |
|
|
2013
Q2 | $42K | Buy |
+274
| New | +$42K | 0.01% | 301 |
|