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 |
|