Clearstead Advisors’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 | $216K | Buy |
5,946
+205
| +4% | +$7.44K | ﹤0.01% | 868 |
|
|
2025
Q1 | $207K | Sell |
5,741
-162
| -3% | -$5.85K | ﹤0.01% | 824 |
|
|
2024
Q4 | $200K | Buy |
5,903
+15
| +0.3% | +$507 | ﹤0.01% | 855 |
|
|
2024
Q3 | $230K | Hold |
5,888
| – | – | ﹤0.01% | 807 |
|
|
2024
Q2 | $212K | Buy |
5,888
+5,783
| +5,508% | +$209K | ﹤0.01% | 802 |
|
|
2024
Q1 | $3.71K | Hold |
105
| – | – | ﹤0.01% | 1216 |
|
|
2023
Q4 | $4.12K | Sell |
105
-105
| -50% | -$4.12K | ﹤0.01% | 1185 |
|
|
2023
Q3 | $7.25K | Buy |
+210
| New | +$7.25K | ﹤0.01% | 1158 |
|
|
2021
Q4 | – | Sell |
-751
| Closed | -$29K | – | 1422 |
|
|
2021
Q3 | $29K | Buy |
+751
| New | +$29K | ﹤0.01% | 711 |
|
|
2021
Q1 | – | Sell |
-543
| Closed | -$17K | – | 1174 |
|
|
2020
Q4 | $17K | Buy |
+543
| New | +$17K | ﹤0.01% | 654 |
|