Concurrent Investment Advisors’s STAG Industrial STAG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Sell
10,714
-175
-2% -$6.35K 0.01% 943
2025
Q1
$393K Buy
10,889
+831
+8% +$30K 0.01% 812
2024
Q4
$340K Sell
10,058
-32
-0.3% -$1.08K 0.01% 771
2024
Q3
$394K Buy
10,090
+17
+0.2% +$665 0.01% 680
2024
Q2
$363K Sell
10,073
-805
-7% -$29K 0.01% 669
2024
Q1
$418K Buy
10,878
+1
+0% +$38 0.02% 588
2023
Q4
$427K Buy
+10,877
New +$427K 0.02% 529