Kestra Private Wealth Services’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 | $909K | Buy |
25,044
+8,728
| +53% | +$317K | 0.01% | 776 |
|
|
2025
Q1 | $589K | Buy |
16,316
+9,410
| +136% | +$340K | 0.01% | 879 |
|
|
2024
Q4 | $234K | Buy |
6,906
+1,126
| +19% | +$38.1K | ﹤0.01% | 1244 |
|
|
2024
Q3 | $227K | Buy |
+5,780
| New | +$227K | ﹤0.01% | 1213 |
|
|
2024
Q2 | – | Sell |
-6,311
| Closed | -$243K | – | 1408 |
|
|
2024
Q1 | $243K | Buy |
+6,311
| New | +$243K | 0.01% | 1099 |
|