Clearstead Advisors’s STAG Industrial STAG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.62K	Sell	45 -686	-94%	-$26K	﹤0.01%	1939
2025 Q4	$26.9K	Buy	731 +482	+194%	+$18.3K	﹤0.01%	1623
2025 Q3	$8.79K	Sell	249 -5,697	-96%	-$203K	﹤0.01%	1962
2025 Q2	$216K	Buy	5,946 +205	+4%	+$7.09K	﹤0.01%	872
2025 Q1	$207K	Sell	5,741 -162	-3%	-$5.65K	﹤0.01%	827
2024 Q4	$200K	Buy	5,903 +15	+0.3%	+$549	﹤0.01%	857
2024 Q3	$230K	Hold	5,888	–	–	﹤0.01%	808
2024 Q2	$212K	Buy	5,888 +5,783	+5,508%	+$206K	﹤0.01%	803
2024 Q1	$3.71K	Hold	105	–	–	﹤0.01%	1217
2023 Q4	$4.12K	Sell	105 -105	-50%	-$3.73K	﹤0.01%	1187
2023 Q3	$7.25K	Buy	+210	New	+$7.62K	﹤0.01%	1159
2021 Q4	–	Sell	-751	Closed	-$29K	–	1426
2021 Q3	$29K	Buy	+751	New	+$30.7K	﹤0.01%	714
2021 Q1	–	Sell	-543	Closed	-$17K	–	1175
2020 Q4	$17K	Buy	+543	New	+$17K	﹤0.01%	654