United Capital Financial Advisors’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 | $1.3M | Sell |
8,825
-152
| -2% | -$22.4K | 0.01% | 524 |
|
|
2025
Q1 | $1.33M | Buy |
8,977
+24
| +0.3% | +$3.56K | 0.01% | 505 |
|
|
2024
Q4 | $1.34M | Sell |
8,953
-834
| -9% | -$125K | 0.01% | 493 |
|
|
2024
Q3 | $1.76M | Buy |
9,787
+729
| +8% | +$131K | 0.01% | 444 |
|
|
2024
Q2 | $1.41M | Buy |
9,058
+147
| +2% | +$22.8K | 0.01% | 461 |
|
|
2024
Q1 | $1.31M | Sell |
8,911
-165
| -2% | -$24.3K | 0.01% | 505 |
|
|
2023
Q4 | $1.46M | Buy |
9,076
+1,009
| +13% | +$162K | 0.01% | 478 |
|
|
2023
Q3 | $981K | Buy |
8,067
+1,808
| +29% | +$220K | 0.01% | 520 |
|
|
2023
Q2 | $932K | Sell |
6,259
-228
| -4% | -$33.9K | 0.01% | 566 |
|
|
2023
Q1 | $1.06M | Sell |
6,487
-537
| -8% | -$87.5K | 0.01% | 562 |
|
|
2022
Q4 | $1.03M | Sell |
7,024
-1,268
| -15% | -$187K | 0.01% | 604 |
|
|
2022
Q3 | $1.43M | Sell |
8,292
-623
| -7% | -$108K | 0.01% | 536 |
|
|
2022
Q2 | $1.52M | Sell |
8,915
-598
| -6% | -$102K | 0.01% | 549 |
|
|
2022
Q1 | $1.96M | Sell |
9,513
-413
| -4% | -$84.9K | 0.01% | 513 |
|
|
2021
Q4 | $2.25M | Buy |
9,926
+220
| +2% | +$49.9K | 0.01% | 513 |
|
|
2021
Q3 | $1.63M | Buy |
9,706
+116
| +1% | +$19.5K | 0.01% | 563 |
|
|
2021
Q2 | $1.57M | Buy |
9,590
+717
| +8% | +$117K | 0.01% | 587 |
|
|
2021
Q1 | $1.18M | Buy |
8,873
+270
| +3% | +$35.8K | 0.01% | 624 |
|
|
2020
Q4 | $997K | Sell |
8,603
-2,997
| -26% | -$347K | 0.01% | 669 |
|
|
2020
Q3 | $1.24M | Sell |
11,600
-918
| -7% | -$98.2K | 0.01% | 596 |
|
|
2020
Q2 | $1.16M | Buy |
12,518
+562
| +5% | +$51.9K | 0.01% | 614 |
|
|
2020
Q1 | $1.15M | Buy |
11,956
+209
| +2% | +$20K | 0.01% | 600 |
|
|
2019
Q4 | $1.24M | Buy |
11,747
+1,374
| +13% | +$145K | 0.01% | 704 |
|
|
2019
Q3 | $1.21M | Sell |
10,373
-474
| -4% | -$55.4K | 0.01% | 688 |
|
|
2019
Q2 | $1.15M | Sell |
10,847
-153
| -1% | -$16.2K | 0.01% | 761 |
|
|
2019
Q1 | $1.12M | Buy |
11,000
+841
| +8% | +$85.7K | 0.01% | 741 |
|
|
2018
Q4 | $919K | Sell |
10,159
-79
| -0.8% | -$7.15K | 0.01% | 737 |
|
|
2018
Q3 | $887K | Buy |
10,238
+195
| +2% | +$16.9K | 0.01% | 815 |
|
|
2018
Q2 | $1M | Sell |
10,043
-2,796
| -22% | -$279K | 0.01% | 762 |
|
|
2018
Q1 | $1.12M | Sell |
12,839
-866
| -6% | -$75.7K | 0.01% | 753 |
|
|
2017
Q4 | $1.2M | Sell |
13,705
-1,228
| -8% | -$107K | 0.01% | 738 |
|
|
2017
Q3 | $1.19M | Sell |
14,933
-56,566
| -79% | -$4.52M | 0.01% | 726 |
|
|
2017
Q2 | $5.58M | Buy |
71,499
+3,678
| +5% | +$287K | 0.05% | 365 |
|
|
2017
Q1 | $5.05M | Buy |
67,821
+5,406
| +9% | +$402K | 0.05% | 363 |
|
|
2016
Q4 | $4.82M | Sell |
62,415
-4,090
| -6% | -$316K | 0.05% | 376 |
|
|
2016
Q3 | $5.28M | Buy |
66,505
+6,393
| +11% | +$508K | 0.05% | 372 |
|
|
2016
Q2 | $5.59M | Buy |
60,112
+50,804
| +546% | +$4.72M | 0.06% | 348 |
|
|
2016
Q1 | $870K | Sell |
9,308
-58,952
| -86% | -$5.51M | 0.01% | 729 |
|
|
2015
Q4 | $6.02M | Sell |
68,260
-6,553
| -9% | -$578K | 0.07% | 294 |
|
|
2015
Q3 | $5.77M | Buy |
74,813
+9,105
| +14% | +$703K | 0.07% | 290 |
|
|
2015
Q2 | $4.29M | Buy |
65,708
+6,497
| +11% | +$424K | 0.05% | 376 |
|
|
2015
Q1 | $3.9M | Buy |
59,211
+9,739
| +20% | +$642K | 0.05% | 388 |
|
|
2014
Q4 | $2.9M | Buy |
49,472
+4,024
| +9% | +$236K | 0.04% | 379 |
|
|
2014
Q3 | $2.34M | Buy |
45,448
+7,976
| +21% | +$411K | 0.04% | 404 |
|
|
2014
Q2 | $2M | Buy |
37,472
+24,707
| +194% | +$1.32M | 0.04% | 416 |
|
|
2014
Q1 | $619K | Buy |
+12,765
| New | +$619K | 0.01% | 593 |
|