Optimum Investment Advisors’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	$360K	Hold	9,918	–	–	0.16%	122
2025 Q1	$358K	Hold	9,918	–	–	0.17%	122
2024 Q4	$335K	Hold	9,918	–	–	0.15%	128
2024 Q3	$388K	Hold	9,918	–	–	0.17%	123
2024 Q2	$358K	Hold	9,918	–	–	0.16%	126
2024 Q1	$381K	Hold	9,918	–	–	0.18%	119
2023 Q4	$389K	Hold	9,918	–	–	0.2%	110
2023 Q3	$342K	Hold	9,918	–	–	0.18%	127
2023 Q2	$356K	Hold	9,918	–	–	0.17%	128
2023 Q1	$335K	Hold	9,918	–	–	0.18%	133
2022 Q4	$320K	Hold	9,918	–	–	0.17%	138
2022 Q3	$282K	Hold	9,918	–	–	0.15%	146
2022 Q2	$306K	Hold	9,918	–	–	0.15%	142
2022 Q1	$410K	Hold	9,918	–	–	0.17%	125
2021 Q4	$476K	Hold	9,918	–	–	0.19%	116
2021 Q3	$389K	Hold	9,918	–	–	0.16%	135
2021 Q2	$371K	Buy	9,918 +2,790	+39%	+$104K	0.12%	176
2021 Q1	$240K	Hold	7,128	–	–	0.07%	230
2020 Q4	$223K	Buy	7,128 +2,400	+51%	+$75.1K	0.07%	230
2020 Q3	$144K	Sell	4,728 -1,176	-20%	-$35.8K	0.05%	275
2020 Q2	$173K	Hold	5,904	–	–	0.06%	254
2020 Q1	$133K	Hold	5,904	–	–	0.05%	268
2019 Q4	$186K	Hold	5,904	–	–	0.06%	289
2019 Q3	$174K	Buy	5,904 +1,176	+25%	+$34.7K	0.05%	291
2019 Q2	$143K	Hold	4,728	–	–	0.05%	319
2019 Q1	$140K	Sell	4,728 -50	-1%	-$1.48K	0.05%	328
2018 Q4	$119K	Sell	4,778 -200	-4%	-$4.98K	0.04%	336
2018 Q3	$137K	Hold	4,978	–	–	0.04%	358
2018 Q2	$136K	Hold	4,978	–	–	0.04%	354
2018 Q1	$119K	Buy	+4,978	New	+$119K	0.04%	377