Congress Wealth 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	$1.32M	Buy	36,366 +21,231	+140%	+$770K	0.01%	640
2025 Q1	$547K	Buy	15,135 +5,895	+64%	+$213K	0.01%	792
2024 Q4	$312K	Sell	9,240 -16,050	-63%	-$543K	﹤0.01%	755
2024 Q3	$989K	Buy	25,290 +9,240	+58%	+$361K	0.01%	523
2024 Q2	$579K	Buy	+16,050	New	+$579K	0.01%	514