Geneos 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 | $97.4K | Sell |
2,686
-2,850
| -51% | -$103K | ﹤0.01% | 1268 |
|
|
2025
Q1 | $200K | Buy |
5,536
+4,644
| +521% | +$168K | ﹤0.01% | 1232 |
|
|
2024
Q4 | $30.2K | Sell |
892
-17
| -2% | -$575 | ﹤0.01% | 1537 |
|
|
2024
Q3 | $35.5K | Sell |
909
-191
| -17% | -$7.47K | ﹤0.01% | 1320 |
|
|
2024
Q2 | $39.7K | Sell |
1,100
-31
| -3% | -$1.12K | ﹤0.01% | 1147 |
|
|
2024
Q1 | $43.5K | Buy |
1,131
+31
| +3% | +$1.19K | ﹤0.01% | 1114 |
|
|
2023
Q4 | $43.2K | Sell |
1,100
-85
| -7% | -$3.34K | ﹤0.01% | 1111 |
|
|
2023
Q3 | $40.9K | Hold |
1,185
| – | – | ﹤0.01% | 1134 |
|
|
2023
Q2 | $42.5K | Buy |
1,185
+85
| +8% | +$3.05K | ﹤0.01% | 1121 |
|
|
2023
Q1 | $37.2K | Sell |
1,100
-85
| -7% | -$2.88K | ﹤0.01% | 1164 |
|
|
2022
Q4 | $38.3K | Hold |
1,185
| – | – | ﹤0.01% | 1144 |
|
|
2022
Q3 | $33K | Buy |
1,185
+85
| +8% | +$2.37K | ﹤0.01% | 1176 |
|
|
2022
Q2 | $34K | Hold |
1,100
| – | – | ﹤0.01% | 1453 |
|
|
2022
Q1 | $45K | Hold |
1,100
| – | – | ﹤0.01% | 1438 |
|
|
2021
Q4 | $52K | Hold |
1,100
| – | – | ﹤0.01% | 1460 |
|
|
2021
Q3 | $43K | Hold |
1,100
| – | – | ﹤0.01% | 1563 |
|
|
2021
Q2 | $41K | Sell |
1,100
-54
| -5% | -$2.01K | ﹤0.01% | 1583 |
|
|
2021
Q1 | $42K | Buy |
1,154
+400
| +53% | +$14.6K | ﹤0.01% | 1724 |
|
|
2020
Q4 | $23K | Buy |
754
+53
| +8% | +$1.62K | ﹤0.01% | 1828 |
|
|
2020
Q3 | $21K | Buy |
701
+1
| +0.1% | +$30 | ﹤0.01% | 1639 |
|
|
2020
Q2 | $19K | Buy |
+700
| New | +$19K | ﹤0.01% | 1649 |
|
|
2019
Q1 | – | Sell |
-400
| Closed | -$9K | – | 2459 |
|
|
2018
Q4 | $9K | Hold |
400
| – | – | ﹤0.01% | 1831 |
|
|
2018
Q3 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 1817 |
|
|
2018
Q1 | – | Sell |
-400
| Closed | -$10K | – | 2235 |
|
|
2017
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 1641 |
|
|
2017
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 1582 |
|
|
2017
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 1510 |
|
|
2017
Q1 | $10K | Buy |
400
+280
| +233% | +$7K | ﹤0.01% | 1492 |
|
|
2016
Q4 | $2K | Hold |
120
| – | – | ﹤0.01% | 1896 |
|
|
2016
Q3 | $2K | Buy |
+120
| New | +$2K | ﹤0.01% | 1811 |
|