IFP Advisors’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 | – | Sell |
-16
| Closed | -$578 | – | 2369 |
|
|
2025
Q1 | $578 | Sell |
16
-9
| -36% | -$325 | ﹤0.01% | 3429 |
|
|
2024
Q4 | $845 | Buy |
+25
| New | +$845 | ﹤0.01% | 3317 |
|
|
2024
Q2 | – | Sell |
-17
| Closed | -$653 | – | 3340 |
|
|
2024
Q1 | $653 | Buy |
+17
| New | +$653 | ﹤0.01% | 2939 |
|
|
2023
Q4 | – | Sell |
-984
| Closed | -$33.9K | – | 3325 |
|
|
2023
Q3 | $33.9K | Sell |
984
-417
| -30% | -$14.4K | ﹤0.01% | 1725 |
|
|
2023
Q2 | $50.3K | Buy |
1,401
+483
| +53% | +$17.3K | ﹤0.01% | 1597 |
|
|
2023
Q1 | $24.7K | Sell |
918
-2,382
| -72% | -$64K | ﹤0.01% | 1927 |
|
|
2022
Q4 | $93K | Sell |
3,300
-157
| -5% | -$4.43K | ﹤0.01% | 1793 |
|
|
2022
Q3 | $101K | Buy |
3,457
+1,615
| +88% | +$47.2K | ﹤0.01% | 1852 |
|
|
2022
Q2 | $55K | Hold |
1,842
| – | – | ﹤0.01% | 2104 |
|
|
2022
Q1 | $55K | Buy |
1,842
+981
| +114% | +$29.3K | ﹤0.01% | 2104 |
|
|
2021
Q4 | $41K | Hold |
861
| – | – | ﹤0.01% | 1604 |
|
|
2021
Q3 | $33K | Hold |
861
| – | – | ﹤0.01% | 1712 |
|
|
2021
Q2 | $32K | Hold |
861
| – | – | ﹤0.01% | 1720 |
|
|
2021
Q1 | $29K | Buy |
861
+495
| +135% | +$16.7K | ﹤0.01% | 1682 |
|
|
2020
Q4 | $12K | Hold |
366
| – | – | ﹤0.01% | 2003 |
|
|
2020
Q3 | $11K | Buy |
366
+200
| +120% | +$6.01K | ﹤0.01% | 1873 |
|
|
2020
Q2 | $5K | Sell |
166
-7
| -4% | -$211 | ﹤0.01% | 2094 |
|
|
2020
Q1 | $4K | Sell |
173
-55
| -24% | -$1.27K | ﹤0.01% | 2150 |
|
|
2019
Q4 | $7K | Sell |
228
-108
| -32% | -$3.32K | ﹤0.01% | 2071 |
|
|
2019
Q3 | $10K | Buy |
+336
| New | +$10K | ﹤0.01% | 2084 |
|
|
2019
Q1 | – | Sell |
-964
| Closed | -$24K | – | 3283 |
|
|
2018
Q4 | $24K | Buy |
964
+193
| +25% | +$4.81K | ﹤0.01% | 1998 |
|
|
2018
Q3 | $21K | Sell |
771
-262
| -25% | -$7.14K | ﹤0.01% | 2409 |
|
|
2018
Q2 | $28K | Sell |
1,033
-45
| -4% | -$1.22K | ﹤0.01% | 2248 |
|
|
2018
Q1 | $29K | Hold |
1,078
| – | – | ﹤0.01% | 2164 |
|
|
2017
Q4 | $29K | Sell |
1,078
-461
| -30% | -$12.4K | ﹤0.01% | 2159 |
|
|
2017
Q3 | $42K | Sell |
1,539
-194
| -11% | -$5.29K | ﹤0.01% | 2082 |
|
|
2017
Q2 | $48K | Buy |
1,733
+517
| +43% | +$14.3K | ﹤0.01% | 1983 |
|
|
2017
Q1 | $30K | Sell |
1,216
-549
| -31% | -$13.5K | ﹤0.01% | 2220 |
|
|
2016
Q4 | $42K | Hold |
1,765
| – | – | ﹤0.01% | 1988 |
|
|
2016
Q3 | $43K | Sell |
1,765
-366
| -17% | -$8.92K | ﹤0.01% | 1901 |
|
|
2016
Q2 | $51K | Buy |
+2,131
| New | +$51K | ﹤0.01% | 1745 |
|
|
2016
Q1 | – | Sell |
-1,906
| Closed | -$35K | – | 3325 |
|
|
2015
Q4 | $35K | Buy |
+1,906
| New | +$35K | ﹤0.01% | 1814 |
|