Retirement Planning Group (Kansas)’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
Sell
-13,892
Closed -$502K 315
2025
Q1
$502K Sell
13,892
-10,008
-42% -$361K 0.02% 194
2024
Q4
$808K Sell
23,900
-36,531
-60% -$1.24M 0.04% 148
2024
Q3
$2.36M Sell
60,431
-5,336
-8% -$209K 0.13% 77
2024
Q2
$2.37M Sell
65,767
-523
-0.8% -$18.9K 0.15% 63
2024
Q1
$2.55M Buy
+66,290
New +$2.55M 0.2% 58