Evergreen Capital Management’s STAG Industrial STAG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$463K	Buy	12,827 +4	+0%	+$152	0.01%	834
2025 Q4	$473K	Sell	12,823 -7	-0.1%	-$266	0.01%	779
2025 Q3	$453K	Buy	12,830 +613	+5%	+$21.9K	0.01%	712
2025 Q2	$443K	Sell	12,217 -1,040	-8%	-$36K	0.01%	616
2025 Q1	$479K	Buy	13,257 +1,436	+12%	+$50.1K	0.02%	524
2024 Q4	$401K	Sell	11,821 -1,698	-13%	-$62.1K	0.01%	591
2024 Q3	$528K	Buy	13,519 +700	+5%	+$27.4K	0.02%	482
2024 Q2	$464K	Buy	12,819 +2,540	+25%	+$90.4K	0.02%	490
2024 Q1	$396K	Hold	10,279	–	–	0.02%	520
2023 Q4	$404K	Sell	10,279 -51	-0.5%	-$1.81K	0.02%	475
2023 Q3	$358K	Hold	10,330	–	–	0.02%	497
2023 Q2	$372K	Hold	10,330	–	–	0.02%	479
2023 Q1	$351K	Buy	10,330 +28	+0.3%	+$955	0.02%	462
2022 Q4	$334K	Buy	+10,302	New	+$323K	0.02%	454