Peak Financial 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 | $488K | Buy |
13,465
+1,049
| +8% | +$38.1K | 0.25% | 64 |
|
|
2025
Q1 | $448K | Buy |
12,416
+1
| +0% | +$36 | 0.23% | 63 |
|
|
2024
Q4 | $420K | Buy |
12,415
+356
| +3% | +$12K | 0.22% | 64 |
|
|
2024
Q3 | $471K | Sell |
12,059
-17
| -0.1% | -$665 | 0.24% | 61 |
|
|
2024
Q2 | $435K | Buy |
12,076
+984
| +9% | +$35.5K | 0.25% | 55 |
|
|
2024
Q1 | $426K | Buy |
11,092
+732
| +7% | +$28.1K | 0.26% | 55 |
|
|
2023
Q4 | $407K | Buy |
10,360
+1,875
| +22% | +$73.6K | 0.27% | 59 |
|
|
2023
Q3 | $293K | Buy |
8,485
+2,230
| +36% | +$77K | 0.32% | 41 |
|
|
2023
Q2 | $224K | Buy |
+6,255
| New | +$224K | 0.18% | 65 |
|