Creative Planning’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.07M | Buy |
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|
2025
Q2 | $873K | Sell |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $763K | Buy |
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|
2024
Q2 | $662K | Buy |
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|
2024
Q1 | $671K | Buy |
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|
2023
Q4 | $534K | Sell |
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|
2023
Q3 | $471K | Buy |
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|
2023
Q2 | $465K | Buy |
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|
2023
Q1 | $385K | Buy |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $366K | Buy |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $246K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $120K | Buy |
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|
2017
Q1 | $45K | Sell |
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|
2016
Q4 | $67K | Buy |
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|
2016
Q3 | $55K | Hold |
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|
2016
Q2 | $54K | Buy |
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|
2016
Q1 | $44K | Hold |
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|
2015
Q4 | $40K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $14K | Sell |
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|
2014
Q4 | $27K | Hold |
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|
2014
Q3 | $23K | Hold |
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|
2014
Q2 | $26K | Hold |
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|
2014
Q1 | $27K | Buy |
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|
2013
Q4 | $12K | Hold |
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|
2013
Q3 | $12K | Hold |
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|
2013
Q2 | $12K | Buy |
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