KFS
Kaizen Financial Strategies’s STAG Industrial STAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Sell |
16,414
-76
| -0.5% | -$2.76K | 0.3% | 67 |
|
|
2025
Q1 | $596K | Sell |
16,490
-203
| -1% | -$7.33K | 0.34% | 53 |
|
|
2024
Q4 | $565K | Sell |
16,693
-556
| -3% | -$18.8K | 0.32% | 53 |
|
|
2024
Q3 | $674K | Sell |
17,249
-1,210
| -7% | -$47.3K | 0.39% | 48 |
|
|
2024
Q2 | $753K | Buy |
18,459
+183
| +1% | +$7.47K | 0.47% | 35 |
|
|
2024
Q1 | $703K | Buy |
18,276
+175
| +1% | +$6.73K | 0.48% | 40 |
|
|
2023
Q4 | $711K | Sell |
18,101
-2,271
| -11% | -$89.2K | 0.54% | 35 |
|
|
2023
Q3 | $703K | Buy |
20,372
+646
| +3% | +$22.3K | 0.59% | 33 |
|
|
2023
Q2 | $739K | Buy |
19,726
+177
| +0.9% | +$6.63K | 0.63% | 30 |
|
|
2023
Q1 | $661K | Sell |
19,549
-21
| -0.1% | -$710 | 0.65% | 33 |
|
|
2022
Q4 | $685K | Sell |
19,570
-2,210
| -10% | -$77.3K | 0.68% | 42 |
|
|
2022
Q3 | $619K | Buy |
21,780
+436
| +2% | +$12.4K | 0.63% | 41 |
|
|
2022
Q2 | $659K | Buy |
21,344
+332
| +2% | +$10.3K | 0.65% | 39 |
|
|
2022
Q1 | $869K | Buy |
21,012
+123
| +0.6% | +$5.09K | 0.68% | 35 |
|
|
2021
Q4 | $1M | Buy |
20,889
+173
| +0.8% | +$8.3K | 0.75% | 38 |
|
|
2021
Q3 | $813K | Buy |
+20,716
| New | +$813K | 0.66% | 50 |
|
|
2021
Q1 | $694K | Buy |
20,637
+229
| +1% | +$7.7K | 0.66% | 48 |
|
|
2020
Q4 | $639K | Buy |
+20,408
| New | +$639K | 0.71% | 45 |
|