Norris Financial Group’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	$1.94M	Buy	53,780 +15,996	+42%	+$606K	0.63%	47
2025 Q4	$1.39M	Buy	37,784 +290	+0.8%	+$11K	0.47%	56
2025 Q3	$1.32M	Buy	37,494 +306	+0.8%	+$10.9K	0.48%	53
2025 Q2	$1.35M	Buy	37,188 +187	+0.5%	+$6.47K	0.55%	49
2025 Q1	$1.34M	Buy	37,001 +1,428	+4%	+$49.8K	0.62%	48
2024 Q4	$1.2M	Sell	35,573 -61	-0.2%	-$2.23K	0.57%	42
2024 Q3	$1.39M	Sell	35,634 -226	-0.6%	-$8.86K	0.69%	39
2024 Q2	$1.29M	Buy	35,860 +7,141	+25%	+$254K	0.67%	40
2024 Q1	$1.1M	Buy	28,719 +424	+1%	+$16.1K	0.61%	40
2023 Q4	$1.11M	Buy	28,295 +73	+0.3%	+$2.59K	0.67%	35
2023 Q3	$974K	Buy	+28,222	New	+$1.02M	0.68%	39