Congress Asset Management’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
$7.66M Buy
211,165
+1,518
+0.7% +$55.1K 0.05% 203
2025
Q1
$7.57M Sell
209,647
-11,282
-5% -$408K 0.06% 202
2024
Q4
$7.47M Buy
220,929
+20,327
+10% +$687K 0.05% 207
2024
Q3
$7.84M Sell
200,602
-2,026
-1% -$79.2K 0.05% 203
2024
Q2
$7.31M Sell
202,628
-8,710
-4% -$314K 0.05% 206
2024
Q1
$8.12M Sell
211,338
-2,386
-1% -$91.7K 0.06% 201
2023
Q4
$8.39M Buy
213,724
+764
+0.4% +$30K 0.07% 190
2023
Q3
$7.35M Buy
212,960
+300
+0.1% +$10.4K 0.07% 182
2023
Q2
$7.63M Buy
212,660
+2,825
+1% +$101K 0.07% 188
2023
Q1
$7.1M Buy
209,835
+18,097
+9% +$612K 0.07% 184
2022
Q4
$6.2M Buy
191,738
+1,508
+0.8% +$48.7K 0.06% 196
2022
Q3
$5.41M Buy
190,230
+42,936
+29% +$1.22M 0.06% 200
2022
Q2
$4.55M Sell
147,294
-955
-0.6% -$29.5K 0.04% 224
2022
Q1
$6.13M Buy
148,249
+2,670
+2% +$110K 0.05% 213
2021
Q4
$6.98M Buy
145,579
+3,880
+3% +$186K 0.05% 203
2021
Q3
$5.56M Buy
141,699
+2,684
+2% +$105K 0.04% 217
2021
Q2
$5.2M Buy
139,015
+21,255
+18% +$796K 0.04% 212
2021
Q1
$3.96M Buy
117,760
+13,295
+13% +$447K 0.04% 223
2020
Q4
$3.27M Buy
104,465
+17,590
+20% +$551K 0.03% 218
2020
Q3
$2.65M Buy
+86,875
New +$2.65M 0.03% 215