Shepherd Financial Partners’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 | $639K | Sell |
17,613
-1,646
| -9% | -$59.7K | 0.07% | 134 |
|
|
2025
Q1 | $696K | Buy |
19,259
+784
| +4% | +$28.3K | 0.08% | 133 |
|
|
2024
Q4 | $625K | Sell |
18,475
-135
| -0.7% | -$4.57K | 0.07% | 127 |
|
|
2024
Q3 | $727K | Buy |
18,610
+815
| +5% | +$31.9K | 0.09% | 120 |
|
|
2024
Q2 | $642K | Sell |
17,795
-398
| -2% | -$14.4K | 0.08% | 128 |
|
|
2024
Q1 | $699K | Sell |
18,193
-593
| -3% | -$22.8K | 0.09% | 124 |
|
|
2023
Q4 | $738K | Buy |
18,786
+356
| +2% | +$14K | 0.1% | 116 |
|
|
2023
Q3 | $636K | Buy |
18,430
+1,635
| +10% | +$56.4K | 0.1% | 115 |
|
|
2023
Q2 | $603K | Buy |
16,795
+726
| +5% | +$26K | 0.09% | 117 |
|
|
2023
Q1 | $543K | Buy |
16,069
+66
| +0.4% | +$2.23K | 0.09% | 123 |
|
|
2022
Q4 | $517K | Buy |
16,003
+838
| +6% | +$27.1K | 0.09% | 119 |
|
|
2022
Q3 | $431K | Buy |
+15,165
| New | +$431K | 0.08% | 123 |
|
|
2022
Q2 | – | Sell |
-33,300
| Closed | -$1.38M | – | 169 |
|
|
2022
Q1 | $1.38M | Sell |
33,300
-175
| -0.5% | -$7.23K | 0.25% | 70 |
|
|
2021
Q4 | $1.61M | Buy |
33,475
+1,333
| +4% | +$64.1K | 0.28% | 67 |
|
|
2021
Q3 | $1.26M | Buy |
32,142
+30
| +0.1% | +$1.18K | 0.24% | 76 |
|
|
2021
Q2 | $1.2M | Buy |
32,112
+2,419
| +8% | +$90.5K | 0.23% | 82 |
|
|
2021
Q1 | $998K | Sell |
29,693
-917
| -3% | -$30.8K | 0.22% | 84 |
|
|
2020
Q4 | $963K | Buy |
30,610
+9,219
| +43% | +$290K | 0.22% | 84 |
|
|
2020
Q3 | $652K | Buy |
+21,391
| New | +$652K | 0.15% | 88 |
|