Carolinas Wealth Consulting’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
Sell
-1,895
Closed -$68.4K 823
2025
Q1
$68.4K Buy
1,895
+24
+1% +$867 0.01% 305
2024
Q4
$63.5K Buy
1,871
+29
+2% +$984 0.01% 323
2024
Q3
$72.2K Buy
1,842
+19
+1% +$745 0.01% 312
2024
Q2
$65.7K Buy
1,823
+1
+0.1% +$36 0.01% 330
2024
Q1
$70.3K Buy
1,822
+49
+3% +$1.89K 0.01% 328
2023
Q4
$69.8K Buy
1,773
+6
+0.3% +$236 0.02% 289
2023
Q3
$58.7K Sell
1,767
-2,677
-60% -$88.9K 0.01% 294
2023
Q2
$160K Buy
4,444
+29
+0.7% +$1.04K 0.03% 198
2023
Q1
$150K Buy
4,415
+62
+1% +$2.1K 0.03% 208
2022
Q4
$141K Sell
4,353
-509
-10% -$16.5K 0.03% 210
2022
Q3
$139K Buy
4,862
+1,318
+37% +$37.7K 0.04% 195
2022
Q2
$110K Buy
3,544
+30
+0.9% +$931 0.03% 237
2022
Q1
$146K Sell
3,514
-309
-8% -$12.8K 0.03% 212
2021
Q4
$184K Sell
3,823
-771
-17% -$37.1K 0.04% 182
2021
Q3
$181K Sell
4,594
-98
-2% -$3.86K 0.04% 172
2021
Q2
$176K Sell
4,692
-866
-16% -$32.5K 0.04% 186
2021
Q1
$187K Buy
5,558
+23
+0.4% +$774 0.05% 170
2020
Q4
$174K Buy
5,535
+631
+13% +$19.8K 0.05% 162
2020
Q3
$150K Buy
4,904
+125
+3% +$3.82K 0.05% 154
2020
Q2
$141K Buy
+4,779
New +$141K 0.06% 123