GeoWealth 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 | $450K | Buy |
12,395
+6,054
| +95% | +$220K | 0.02% | 425 |
|
|
2025
Q1 | $229K | Sell |
6,341
-7,028
| -53% | -$254K | 0.01% | 621 |
|
|
2024
Q4 | $452K | Buy |
13,369
+8,021
| +150% | +$271K | 0.01% | 495 |
|
|
2024
Q3 | $209K | Sell |
5,348
-231
| -4% | -$9.03K | 0.01% | 706 |
|
|
2024
Q2 | $201K | Buy |
5,579
+625
| +13% | +$22.5K | 0.01% | 689 |
|
|
2024
Q1 | $190K | Buy |
+4,954
| New | +$190K | 0.01% | 699 |
|