Trustmark National Bank Trust Department’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 | – | Sell |
-703
| Closed | -$210K | – | 286 |
|
|
2025
Q1 | $210K | Sell |
703
-3
| -0.4% | -$898 | 0.02% | 283 |
|
|
2024
Q4 | $211K | Buy |
706
+6
| +0.9% | +$1.8K | 0.02% | 282 |
|
|
2024
Q3 | $255K | Hold |
700
| – | – | 0.02% | 268 |
|
|
2024
Q2 | $201K | Sell |
700
-2
| -0.3% | -$575 | 0.02% | 280 |
|
|
2024
Q1 | $204K | Buy |
+702
| New | +$204K | 0.02% | 276 |
|
|
2022
Q3 | – | Sell |
-826
| Closed | -$258K | – | 267 |
|
|
2022
Q2 | $258K | Buy |
826
+217
| +36% | +$67.8K | 0.02% | 229 |
|
|
2022
Q1 | $238K | Hold |
609
| – | – | 0.02% | 246 |
|
|
2021
Q4 | $228K | Buy |
+609
| New | +$228K | 0.02% | 246 |
|
|
2020
Q4 | – | Sell |
-1,170
| Closed | -$260K | – | 255 |
|
|
2020
Q3 | $260K | Hold |
1,170
| – | – | 0.03% | 214 |
|
|
2020
Q2 | $224K | Sell |
1,170
-107
| -8% | -$20.5K | 0.02% | 216 |
|
|
2020
Q1 | $254K | Sell |
1,277
-459
| -26% | -$91.3K | 0.03% | 198 |
|
|
2019
Q4 | $370K | Sell |
1,736
-264
| -13% | -$56.3K | 0.03% | 188 |
|
|
2019
Q3 | $490K | Buy |
2,000
+1,155
| +137% | +$283K | 0.05% | 158 |
|
|
2019
Q2 | $202K | Buy |
845
+545
| +182% | +$130K | 0.02% | 235 |
|
|
2019
Q1 | $65K | Hold |
300
| – | – | 0.01% | 311 |
|
|
2018
Q4 | $61K | Hold |
300
| – | – | 0.01% | 307 |
|
|
2018
Q3 | $60K | Buy |
+300
| New | +$60K | 0.01% | 343 |
|
|
2018
Q2 | – | Sell |
-1,302
| Closed | -$261K | – | 259 |
|
|
2018
Q1 | $261K | Sell |
1,302
-344
| -21% | -$69K | 0.03% | 229 |
|
|
2017
Q4 | $344K | Buy |
1,646
+199
| +14% | +$41.6K | 0.04% | 211 |
|
|
2017
Q3 | $309K | Buy |
1,447
+329
| +29% | +$70.3K | 0.04% | 214 |
|
|
2017
Q2 | $234K | Buy |
+1,118
| New | +$234K | 0.03% | 239 |
|
|
2015
Q1 | – | Sell |
-1,860
| Closed | -$344K | – | 359 |
|
|
2014
Q4 | $344K | Hold |
1,860
| – | – | 0.05% | 241 |
|
|
2014
Q3 | $308K | Sell |
1,860
-100
| -5% | -$16.6K | 0.04% | 279 |
|
|
2014
Q2 | $336K | Hold |
1,960
| – | – | 0.04% | 279 |
|
|
2014
Q1 | $330K | Sell |
1,960
-6,030
| -75% | -$1.02M | 0.04% | 280 |
|
|
2013
Q4 | $1.2M | Sell |
7,990
-330
| -4% | -$49.7K | 0.14% | 127 |
|
|
2013
Q3 | $1.34M | Hold |
8,320
| – | – | 0.17% | 111 |
|
|
2013
Q2 | $1.28M | Buy |
+8,320
| New | +$1.28M | 0.17% | 111 |
|