SOA Wealth Advisors’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	$75.3K	Hold	2,088	–	–	0.01%	303
2025 Q4	$76.8K	Hold	2,088	–	–	0.01%	307
2025 Q3	$73.7K	Hold	2,088	–	–	0.01%	323
2025 Q2	$75.8K	Sell	2,088 -536	-20%	-$18.5K	0.01%	306
2025 Q1	$94.8K	Sell	2,624 -430	-14%	-$15K	0.02%	266
2024 Q4	$103K	Sell	3,054 -251	-8%	-$9.18K	0.02%	249
2024 Q3	$129K	Sell	3,305 -656	-17%	-$25.7K	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%	-$6.91K	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%	-$8.72K	0.04%	182
2022 Q1	$182K	Hold	4,407	–	–	0.04%	171
2021 Q4	$209K	Sell	4,407 -613	-12%	-$26.7K	0.05%	150
2021 Q3	$197K	Hold	5,020	–	–	0.05%	157
2021 Q2	$187K	Buy	5,020 +1,000	+25%	+$36.5K	0.05%	156
2021 Q1	$135K	Hold	4,020	–	–	0.04%	170
2020 Q4	$127K	Buy	+4,020	New	+$126K	0.03%	173