Jeppson 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 | $838K | Sell |
23,104
-1,485
| -6% | -$53.9K | 0.29% | 82 |
|
|
2025
Q1 | $888K | Sell |
24,589
-117
| -0.5% | -$4.23K | 0.33% | 81 |
|
|
2024
Q4 | $836K | Sell |
24,706
-63
| -0.3% | -$2.13K | 0.3% | 82 |
|
|
2024
Q3 | $968K | Sell |
24,769
-25
| -0.1% | -$977 | 0.35% | 75 |
|
|
2024
Q2 | $894K | Sell |
24,794
-508
| -2% | -$18.3K | 0.34% | 72 |
|
|
2024
Q1 | $973K | Buy |
25,302
+133
| +0.5% | +$5.11K | 0.38% | 71 |
|
|
2023
Q4 | $988K | Buy |
25,169
+50
| +0.2% | +$1.96K | 0.41% | 72 |
|
|
2023
Q3 | $867K | Buy |
25,119
+255
| +1% | +$8.8K | 0.4% | 69 |
|
|
2023
Q2 | $892K | Buy |
24,864
+1,370
| +6% | +$49.2K | 0.39% | 69 |
|
|
2023
Q1 | $795K | Buy |
23,494
+3,547
| +18% | +$120K | 0.35% | 71 |
|
|
2022
Q4 | $644K | Buy |
19,947
+2,825
| +16% | +$91.3K | 0.27% | 84 |
|
|
2022
Q3 | $487K | Buy |
+17,122
| New | +$487K | 0.22% | 97 |
|