Kelly Financial Services’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-400
| Closed | -$14.4K | – | 675 |
|
|
2024
Q2 | $14.4K | Hold |
400
| – | – | 0.01% | 373 |
|
|
2024
Q1 | $15.4K | Hold |
400
| – | – | 0.01% | 361 |
|
|
2023
Q4 | $15.7K | Hold |
400
| – | – | 0.01% | 343 |
|
|
2023
Q3 | $13.8K | Hold |
400
| – | – | 0.01% | 328 |
|
|
2023
Q2 | $14.4K | Hold |
400
| – | – | 0.01% | 320 |
|
|
2023
Q1 | $13.5K | Hold |
400
| – | – | 0.01% | 312 |
|
|
2022
Q4 | $12.9K | Hold |
400
| – | – | 0.01% | 307 |
|
|
2022
Q3 | $11.4K | Hold |
400
| – | – | 0.01% | 312 |
|
|
2022
Q2 | $12.4K | Hold |
400
| – | – | 0.01% | 302 |
|
|
2022
Q1 | $16.5K | Hold |
400
| – | – | 0.01% | 288 |
|
|
2021
Q4 | $19.2K | Hold |
400
| – | – | 0.01% | 273 |
|
|
2021
Q3 | $15.7K | Sell |
400
-14,572
| -97% | -$572K | 0.01% | 281 |
|
|
2021
Q2 | $400K | Buy |
14,972
+14,572
| +3,643% | +$389K | 0.02% | 210 |
|
|
2021
Q1 | $13.4K | Hold |
400
| – | – | 0.01% | 261 |
|
|
2020
Q4 | $12.5K | Hold |
400
| – | – | 0.01% | 242 |
|
|
2020
Q3 | $12.2K | Hold |
400
| – | – | 0.01% | 232 |
|
|
2020
Q2 | $11.7K | Hold |
400
| – | – | 0.01% | 223 |
|
|
2020
Q1 | $9.01K | Hold |
400
| – | – | 0.01% | 225 |
|
|
2019
Q4 | $12.6K | Hold |
400
| – | – | 0.01% | 209 |
|
|
2019
Q3 | $11.8K | Hold |
400
| – | – | 0.01% | 207 |
|
|
2019
Q2 | $12.1K | Hold |
400
| – | – | 0.01% | 201 |
|
|
2019
Q1 | $11.9K | Buy |
+400
| New | +$11.9K | 0.01% | 205 |
|