Independent Advisor Alliance’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	$241K	Sell	6,689 -145	-2%	-$5.5K	﹤0.01%	1425
2025 Q4	$251K	Sell	6,834 -274	-4%	-$10.4K	0.01%	855
2025 Q3	$251K	Sell	7,108 -146	-2%	-$5.21K	0.01%	815
2025 Q2	$263K	Buy	7,254 +431	+6%	+$14.9K	0.01%	756
2025 Q1	$246K	Buy	6,823 +111	+2%	+$3.87K	0.01%	712
2024 Q4	$227K	Sell	6,712 -220	-3%	-$8.05K	﹤0.01%	1248
2024 Q3	$271K	Sell	6,932 -91	-1%	-$3.57K	0.01%	593
2024 Q2	$253K	Sell	7,023 -1,579	-18%	-$56.2K	0.01%	612
2024 Q1	$331K	Buy	8,602 +542	+7%	+$20.5K	0.01%	549
2023 Q4	$316K	Buy	8,060 +238	+3%	+$8.45K	0.01%	540
2023 Q3	$270K	Sell	7,822 -224	-3%	-$8.13K	0.01%	538
2023 Q2	$289K	Sell	8,046 -127	-2%	-$4.39K	0.01%	539
2023 Q1	$276K	Buy	+8,173	New	+$279K	0.01%	532
2022 Q4	–	Sell	-7,873	Closed	-$224K	–	609
2022 Q3	$224K	Sell	7,873 -667	-8%	-$21K	0.01%	556
2022 Q2	$264K	Sell	8,540 -300	-3%	-$10.6K	0.01%	510
2022 Q1	$366K	Buy	8,840 +4,438	+101%	+$183K	0.02%	472
2021 Q4	$211K	Buy	+4,402	New	+$192K	0.01%	619