SWA
SOA Wealth Advisors’s STAG Industrial STAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.8K | Sell |
2,088
-536
| -20% | -$19.4K | 0.01% | 306 |
|
|
2025
Q1 | $94.8K | Sell |
2,624
-430
| -14% | -$15.5K | 0.02% | 266 |
|
|
2024
Q4 | $103K | Sell |
3,054
-251
| -8% | -$8.49K | 0.02% | 249 |
|
|
2024
Q3 | $129K | Sell |
3,305
-656
| -17% | -$25.6K | 0.02% | 224 |
|
|
2024
Q2 | $143K | Hold |
3,961
| – | – | 0.03% | 211 |
|
|
2024
Q1 | $152K | Hold |
3,961
| – | – | 0.03% | 205 |
|
|
2023
Q4 | $156K | Hold |
3,961
| – | – | 0.03% | 198 |
|
|
2023
Q3 | $137K | Hold |
3,961
| – | – | 0.03% | 199 |
|
|
2023
Q2 | $142K | Sell |
3,961
-200
| -5% | -$7.18K | 0.03% | 196 |
|
|
2023
Q1 | $141K | Hold |
4,161
| – | – | 0.03% | 191 |
|
|
2022
Q4 | $134K | Hold |
4,161
| – | – | 0.04% | 190 |
|
|
2022
Q3 | $118K | Hold |
4,161
| – | – | 0.04% | 188 |
|
|
2022
Q2 | $128K | Sell |
4,161
-246
| -6% | -$7.57K | 0.04% | 182 |
|
|
2022
Q1 | $182K | Hold |
4,407
| – | – | 0.04% | 171 |
|
|
2021
Q4 | $209K | Sell |
4,407
-613
| -12% | -$29.1K | 0.05% | 150 |
|
|
2021
Q3 | $197K | Hold |
5,020
| – | – | 0.05% | 157 |
|
|
2021
Q2 | $187K | Buy |
5,020
+1,000
| +25% | +$37.3K | 0.05% | 156 |
|
|
2021
Q1 | $135K | Hold |
4,020
| – | – | 0.04% | 170 |
|
|
2020
Q4 | $127K | Buy |
+4,020
| New | +$127K | 0.03% | 173 |
|