Everhart Financial Group’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 | $758K | Buy |
20,896
+2,028
| +11% | +$73.6K | 0.09% | 161 |
|
|
2025
Q1 | $682K | Buy |
18,868
+3,309
| +21% | +$120K | 0.09% | 152 |
|
|
2024
Q4 | $526K | Sell |
15,559
-5,227
| -25% | -$177K | 0.11% | 178 |
|
|
2024
Q3 | $813K | Buy |
20,786
+3,182
| +18% | +$124K | 0.18% | 127 |
|
|
2024
Q2 | $635K | Buy |
17,604
+4,568
| +35% | +$165K | 0.16% | 131 |
|
|
2024
Q1 | $501K | Buy |
13,036
+1,801
| +16% | +$69.2K | 0.15% | 147 |
|
|
2023
Q4 | $441K | Buy |
11,235
+744
| +7% | +$29.2K | 0.16% | 131 |
|
|
2023
Q3 | $362K | Buy |
10,491
+850
| +9% | +$29.3K | 0.15% | 126 |
|
|
2023
Q2 | $346K | Buy |
9,641
+1,196
| +14% | +$42.9K | 0.14% | 140 |
|
|
2023
Q1 | $286K | Buy |
8,445
+487
| +6% | +$16.5K | 0.13% | 143 |
|
|
2022
Q4 | $257K | Buy |
+7,958
| New | +$257K | 0.13% | 139 |
|