AE Wealth Management’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
10,007
-736
| -7% | -$26.7K | ﹤0.01% | 1033 |
|
|
2025
Q1 | $388K | Buy |
+10,743
| New | +$388K | ﹤0.01% | 994 |
|
|
2024
Q1 | – | Sell |
-56,237
| Closed | -$2.14M | – | 1872 |
|
|
2023
Q4 | $2.14M | Buy |
56,237
+1,619
| +3% | +$61.5K | 0.01% | 881 |
|
|
2023
Q3 | $1.88M | Buy |
54,618
+16,735
| +44% | +$578K | 0.01% | 865 |
|
|
2023
Q2 | $1.36M | Buy |
37,883
+12,717
| +51% | +$456K | 0.01% | 971 |
|
|
2023
Q1 | $851K | Buy |
25,166
+2,562
| +11% | +$86.6K | 0.01% | 1106 |
|
|
2022
Q4 | $730K | Buy |
22,604
+2,833
| +14% | +$91.5K | 0.01% | 1119 |
|
|
2022
Q3 | $562K | Sell |
19,771
-2,741
| -12% | -$77.9K | ﹤0.01% | 1191 |
|
|
2022
Q2 | $695K | Buy |
22,512
+391
| +2% | +$12.1K | 0.01% | 1033 |
|
|
2022
Q1 | $915K | Sell |
22,121
-5,358
| -19% | -$222K | 0.01% | 945 |
|
|
2021
Q4 | $1.32M | Sell |
27,479
-5,380
| -16% | -$258K | 0.01% | 837 |
|
|
2021
Q3 | $1.29M | Sell |
32,859
-2,666
| -8% | -$105K | 0.01% | 789 |
|
|
2021
Q2 | $1.33M | Buy |
35,525
+28,019
| +373% | +$1.05M | 0.01% | 745 |
|
|
2021
Q1 | $252K | Buy |
7,506
+651
| +9% | +$21.9K | ﹤0.01% | 1316 |
|
|
2020
Q4 | $215K | Buy |
+6,855
| New | +$215K | ﹤0.01% | 1261 |
|
|
2019
Q3 | – | Sell |
-9,275
| Closed | -$280K | – | 1055 |
|
|
2019
Q2 | $280K | Buy |
+9,275
| New | +$280K | 0.01% | 780 |
|