Cape Investment Advisory’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 | $36.4K | Buy |
1,002
+2
| +0.2% | +$73 | 0.01% | 411 |
|
|
2025
Q1 | $36.1K | Hold |
1,000
| – | – | 0.01% | 385 |
|
|
2024
Q4 | $33.8K | Hold |
1,000
| – | – | 0.01% | 399 |
|
|
2024
Q3 | $39.1K | Hold |
1,000
| – | – | 0.02% | 352 |
|
|
2024
Q2 | $36.1K | Hold |
1,000
| – | – | 0.02% | 344 |
|
|
2024
Q1 | $38.4K | Hold |
1,000
| – | – | 0.02% | 343 |
|
|
2023
Q4 | $39.3K | Hold |
1,000
| – | – | 0.02% | 396 |
|
|
2023
Q3 | $34.5K | Hold |
1,000
| – | – | 0.02% | 355 |
|
|
2023
Q2 | $35.9K | Sell |
1,000
-2,352
| -70% | -$84.4K | 0.02% | 341 |
|
|
2023
Q1 | $113K | Buy |
+3,352
| New | +$113K | 0.07% | 178 |
|