Carson 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 | $218K | Hold |
5,999
| – | – | 0.14% | 161 |
|
|
2025
Q1 | $217K | Sell |
5,999
-800
| -12% | -$28.9K | 0.15% | 150 |
|
|
2024
Q4 | $230K | Hold |
6,799
| – | – | 0.16% | 140 |
|
|
2024
Q3 | $266K | Hold |
6,799
| – | – | 0.17% | 140 |
|
|
2024
Q2 | $245K | Sell |
6,799
-600
| -8% | -$21.6K | 0.17% | 139 |
|
|
2024
Q1 | $284K | Hold |
7,399
| – | – | 0.2% | 121 |
|
|
2023
Q4 | $290K | Hold |
7,399
| – | – | 0.23% | 111 |
|
|
2023
Q3 | $255K | Hold |
7,399
| – | – | 0.22% | 120 |
|
|
2023
Q2 | $265K | Hold |
7,399
| – | – | 0.22% | 118 |
|
|
2023
Q1 | $250K | Hold |
7,399
| – | – | 0.22% | 113 |
|
|
2022
Q4 | $239K | Hold |
7,399
| – | – | 0.23% | 109 |
|
|
2022
Q3 | $210K | Buy |
7,399
+700
| +10% | +$19.9K | 0.23% | 112 |
|
|
2022
Q2 | $207K | Hold |
6,699
| – | – | 0.23% | 113 |
|
|
2022
Q1 | $277K | Hold |
6,699
| – | – | 0.28% | 95 |
|
|
2021
Q4 | $321K | Buy |
+6,699
| New | +$321K | 0.33% | 80 |
|