Prospera Financial Services’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	$273K	Buy	7,579 +44	+0.6%	+$1.67K	﹤0.01%	1236
2025 Q4	$277K	Buy	7,535 +250	+3%	+$9.49K	﹤0.01%	1180
2025 Q3	$257K	Buy	7,285 +85	+1%	+$3.03K	﹤0.01%	1205
2025 Q2	$261K	Sell	7,200 -200	-3%	-$6.92K	﹤0.01%	1159
2025 Q1	$267K	Buy	7,400 +283	+4%	+$9.87K	0.01%	1031
2024 Q4	$241K	Buy	+7,117	New	+$260K	0.01%	1009
2022 Q3	–	Sell	-961	Closed	-$30K	–	1494
2022 Q2	$30K	Buy	961 +6	+0.6%	+$213	﹤0.01%	1129
2022 Q1	$40K	Buy	+955	New	+$39.4K	﹤0.01%	1468
2018 Q1	–	Sell	-10,725	Closed	-$285K	–	464
2017 Q4	$285K	Hold	10,725	–	–	0.04%	323
2017 Q3	$299K	Buy	10,725 +190	+2%	+$5.25K	0.05%	324
2017 Q2	$282K	Buy	+10,535	New	+$282K	0.05%	324
2016 Q3	–	Sell	-18,745	Closed	-$446K	–	410
2016 Q2	$446K	Buy	18,745 +1,845	+11%	+$39.2K	0.09%	186
2016 Q1	$344K	Buy	16,900 +500	+3%	+$8.84K	0.08%	193
2015 Q4	$303K	Buy	+16,400	New	+$320K	0.07%	196