United Capital 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 | $1.38M | Buy |
4,720
+139
| +3% | +$40.8K | 0.01% | 514 |
|
|
2025
Q1 | $1.37M | Sell |
4,581
-30
| -0.7% | -$8.98K | 0.01% | 495 |
|
|
2024
Q4 | $1.38M | Sell |
4,611
-546
| -11% | -$164K | 0.01% | 487 |
|
|
2024
Q3 | $1.88M | Buy |
5,157
+103
| +2% | +$37.5K | 0.02% | 433 |
|
|
2024
Q2 | $1.45M | Buy |
5,054
+65
| +1% | +$18.7K | 0.01% | 454 |
|
|
2024
Q1 | $1.45M | Buy |
4,989
+212
| +4% | +$61.5K | 0.01% | 485 |
|
|
2023
Q4 | $1.46M | Buy |
4,777
+1,101
| +30% | +$336K | 0.01% | 477 |
|
|
2023
Q3 | $969K | Sell |
3,676
-2,564
| -41% | -$676K | 0.01% | 522 |
|
|
2023
Q2 | $1.82M | Sell |
6,240
-94
| -1% | -$27.4K | 0.01% | 457 |
|
|
2023
Q1 | $1.91M | Sell |
6,334
-735
| -10% | -$222K | 0.01% | 455 |
|
|
2022
Q4 | $1.98M | Sell |
7,069
-814
| -10% | -$228K | 0.01% | 482 |
|
|
2022
Q3 | $2.31M | Buy |
7,883
+68
| +0.9% | +$19.9K | 0.01% | 449 |
|
|
2022
Q2 | $2.44M | Buy |
7,815
+301
| +4% | +$94.1K | 0.01% | 457 |
|
|
2022
Q1 | $2.93M | Buy |
7,514
+1,733
| +30% | +$676K | 0.01% | 451 |
|
|
2021
Q4 | $2.17M | Buy |
5,781
+346
| +6% | +$130K | 0.01% | 521 |
|
|
2021
Q3 | $1.62M | Sell |
5,435
-91
| -2% | -$27K | 0.01% | 565 |
|
|
2021
Q2 | $1.66M | Sell |
5,526
-751
| -12% | -$226K | 0.01% | 579 |
|
|
2021
Q1 | $1.55M | Buy |
6,277
+3,275
| +109% | +$808K | 0.01% | 558 |
|
|
2020
Q4 | $693K | Buy |
3,002
+16
| +0.5% | +$3.69K | ﹤0.01% | 763 |
|
|
2020
Q3 | $665K | Buy |
2,986
+199
| +7% | +$44.3K | ﹤0.01% | 760 |
|
|
2020
Q2 | $535K | Buy |
2,787
+9
| +0.3% | +$1.73K | ﹤0.01% | 837 |
|
|
2020
Q1 | $552K | Sell |
2,778
-1,237
| -31% | -$246K | ﹤0.01% | 775 |
|
|
2019
Q4 | $855K | Buy |
4,015
+1,147
| +40% | +$244K | 0.01% | 822 |
|
|
2019
Q3 | $703K | Sell |
2,868
-1,080
| -27% | -$265K | ﹤0.01% | 840 |
|
|
2019
Q2 | $940K | Buy |
3,948
+319
| +9% | +$76K | 0.01% | 830 |
|
|
2019
Q1 | $790K | Buy |
3,629
+38
| +1% | +$8.27K | 0.01% | 837 |
|
|
2018
Q4 | $727K | Sell |
3,591
-141
| -4% | -$28.5K | 0.01% | 796 |
|
|
2018
Q3 | $752K | Buy |
3,732
+9
| +0.2% | +$1.81K | 0.01% | 854 |
|
|
2018
Q2 | $845K | Sell |
3,723
-3,030
| -45% | -$688K | 0.01% | 806 |
|
|
2018
Q1 | $1.35M | Sell |
6,753
-1,017
| -13% | -$204K | 0.01% | 694 |
|
|
2017
Q4 | $1.63M | Sell |
7,770
-2,975
| -28% | -$623K | 0.01% | 653 |
|
|
2017
Q3 | $2.3M | Sell |
10,745
-2,067
| -16% | -$442K | 0.02% | 541 |
|
|
2017
Q2 | $2.67M | Sell |
12,812
-485
| -4% | -$101K | 0.02% | 507 |
|
|
2017
Q1 | $2.91M | Buy |
13,297
+957
| +8% | +$210K | 0.03% | 475 |
|
|
2016
Q4 | $2.76M | Sell |
12,340
-1,574
| -11% | -$352K | 0.03% | 491 |
|
|
2016
Q3 | $3.11M | Sell |
13,914
-1,718
| -11% | -$383K | 0.03% | 477 |
|
|
2016
Q2 | $4M | Sell |
15,632
-12,196
| -44% | -$3.12M | 0.04% | 405 |
|
|
2016
Q1 | $7.69M | Buy |
27,828
+17,380
| +166% | +$4.8M | 0.08% | 258 |
|
|
2015
Q4 | $2.59M | Buy |
10,448
+1,085
| +12% | +$269K | 0.03% | 495 |
|
|
2015
Q3 | $1.98M | Buy |
9,363
+1,843
| +25% | +$390K | 0.02% | 529 |
|
|
2015
Q2 | $1.39M | Buy |
7,520
+760
| +11% | +$140K | 0.02% | 665 |
|
|
2015
Q1 | $1.27M | Sell |
6,760
-829
| -11% | -$156K | 0.02% | 677 |
|
|
2014
Q4 | $1.4M | Sell |
7,589
-2,373
| -24% | -$439K | 0.02% | 559 |
|
|
2014
Q3 | $1.65M | Buy |
+9,962
| New | +$1.65M | 0.03% | 490 |
|
|
2014
Q2 | – | Sell |
-4,051
| Closed | -$683K | – | 898 |
|
|
2014
Q1 | $683K | Buy |
+4,051
| New | +$683K | 0.01% | 568 |
|
|
2013
Q4 | – | Sell |
-2,941
| Closed | -$472K | – | 735 |
|
|
2013
Q3 | $472K | Buy |
2,941
+1,099
| +60% | +$176K | 0.02% | 453 |
|
|
2013
Q2 | $282K | Buy |
+1,842
| New | +$282K | 0.01% | 612 |
|