Creative Planning’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 | $873K | Sell |
24,052
-13,700
| -36% | -$497K | ﹤0.01% | 1967 |
|
|
2025
Q1 | $1.36M | Buy |
37,752
+7,597
| +25% | +$274K | ﹤0.01% | 1465 |
|
|
2024
Q4 | $1.02M | Buy |
30,155
+10,648
| +55% | +$360K | ﹤0.01% | 1625 |
|
|
2024
Q3 | $763K | Buy |
19,507
+1,142
| +6% | +$44.6K | ﹤0.01% | 1743 |
|
|
2024
Q2 | $662K | Buy |
18,365
+918
| +5% | +$33.1K | ﹤0.01% | 1717 |
|
|
2024
Q1 | $671K | Buy |
17,447
+3,843
| +28% | +$148K | ﹤0.01% | 1635 |
|
|
2023
Q4 | $534K | Sell |
13,604
-43
| -0.3% | -$1.69K | ﹤0.01% | 1665 |
|
|
2023
Q3 | $471K | Buy |
13,647
+680
| +5% | +$23.5K | ﹤0.01% | 1598 |
|
|
2023
Q2 | $465K | Buy |
12,967
+1,594
| +14% | +$57.2K | ﹤0.01% | 1587 |
|
|
2023
Q1 | $385K | Buy |
11,373
+483
| +4% | +$16.3K | ﹤0.01% | 1641 |
|
|
2022
Q4 | $352K | Sell |
10,890
-1,973
| -15% | -$63.8K | ﹤0.01% | 1617 |
|
|
2022
Q3 | $366K | Buy |
12,863
+4,393
| +52% | +$125K | ﹤0.01% | 1516 |
|
|
2022
Q2 | $262K | Sell |
8,470
-98
| -1% | -$3.03K | ﹤0.01% | 1698 |
|
|
2022
Q1 | $354K | Buy |
8,568
+3,429
| +67% | +$142K | ﹤0.01% | 1524 |
|
|
2021
Q4 | $246K | Buy |
+5,139
| New | +$246K | ﹤0.01% | 1755 |
|
|
2017
Q3 | – | Sell |
-4,341
| Closed | -$120K | – | 3389 |
|
|
2017
Q2 | $120K | Buy |
4,341
+2,535
| +140% | +$70.1K | ﹤0.01% | 1845 |
|
|
2017
Q1 | $45K | Sell |
1,806
-988
| -35% | -$24.6K | ﹤0.01% | 2537 |
|
|
2016
Q4 | $67K | Buy |
2,794
+534
| +24% | +$12.8K | ﹤0.01% | 2138 |
|
|
2016
Q3 | $55K | Hold |
2,260
| – | – | ﹤0.01% | 2270 |
|
|
2016
Q2 | $54K | Buy |
2,260
+110
| +5% | +$2.63K | ﹤0.01% | 2084 |
|
|
2016
Q1 | $44K | Hold |
2,150
| – | – | ﹤0.01% | 2181 |
|
|
2015
Q4 | $40K | Buy |
+2,150
| New | +$40K | ﹤0.01% | 2279 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$14K | – | 2645 |
|
|
2015
Q1 | $14K | Sell |
600
-500
| -45% | -$11.7K | ﹤0.01% | 2951 |
|
|
2014
Q4 | $27K | Hold |
1,100
| – | – | ﹤0.01% | 2419 |
|
|
2014
Q3 | $23K | Hold |
1,100
| – | – | ﹤0.01% | 2434 |
|
|
2014
Q2 | $26K | Hold |
1,100
| – | – | ﹤0.01% | 2308 |
|
|
2014
Q1 | $27K | Buy |
1,100
+500
| +83% | +$12.3K | ﹤0.01% | 2180 |
|
|
2013
Q4 | $12K | Hold |
600
| – | – | ﹤0.01% | 2481 |
|
|
2013
Q3 | $12K | Hold |
600
| – | – | ﹤0.01% | 2365 |
|
|
2013
Q2 | $12K | Buy |
+600
| New | +$12K | ﹤0.01% | 2190 |
|