Steward Partners Investment Advisory’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 | $174K | Sell |
4,824
-685
| -12% | -$26K | ﹤0.01% | 2089 |
|
|
2025
Q4 | $203K | Buy |
5,509
+196
| +4% | +$7.44K | ﹤0.01% | 1925 |
|
|
2025
Q3 | $187K | Buy |
5,313
+469
| +10% | +$16.7K | ﹤0.01% | 1899 |
|
|
2025
Q2 | $176K | Sell |
4,844
-139
| -3% | -$4.81K | ﹤0.01% | 1817 |
|
|
2025
Q1 | $180K | Sell |
4,983
-323
| -6% | -$11.3K | ﹤0.01% | 1701 |
|
|
2024
Q4 | $179K | Buy |
5,306
+1,187
| +29% | +$43.4K | ﹤0.01% | 1677 |
|
|
2024
Q3 | $161K | Buy |
4,119
+1,111
| +37% | +$43.5K | ﹤0.01% | 1637 |
|
|
2024
Q2 | $108K | Sell |
3,008
-163
| -5% | -$5.8K | ﹤0.01% | 1743 |
|
|
2024
Q1 | $122K | Buy |
3,171
+532
| +20% | +$20.2K | ﹤0.01% | 1659 |
|
|
2023
Q4 | $104K | Buy |
2,639
+5
| +0.2% | +$177 | ﹤0.01% | 1687 |
|
|
2023
Q3 | $90.9K | Sell |
2,634
-17
| -0.6% | -$617 | ﹤0.01% | 1624 |
|
|
2023
Q2 | $95.1K | Sell |
2,651
-4,621
| -64% | -$160K | ﹤0.01% | 1604 |
|
|
2023
Q1 | $246K | Sell |
7,272
-81
| -1% | -$2.76K | ﹤0.01% | 1192 |
|
|
2022
Q4 | $238K | Sell |
7,353
-1,043
| -12% | -$32.7K | ﹤0.01% | 1172 |
|
|
2022
Q3 | $239K | Buy |
8,396
+3,243
| +63% | +$102K | ﹤0.01% | 1130 |
|
|
2022
Q2 | $159K | Sell |
5,153
-475
| -8% | -$16.8K | ﹤0.01% | 1299 |
|
|
2022
Q1 | $233K | Sell |
5,628
-25
| -0.4% | -$1.03K | ﹤0.01% | 1235 |
|
|
2021
Q4 | $271K | Sell |
5,653
-275
| -5% | -$12K | ﹤0.01% | 1183 |
|
|
2021
Q3 | $233K | Hold |
5,928
| – | – | ﹤0.01% | 1212 |
|
|
2021
Q2 | $222K | Sell |
5,928
-1,678
| -22% | -$61.2K | ﹤0.01% | 1461 |
|
|
2021
Q1 | $256K | Buy |
7,606
+1,596
| +27% | +$50.9K | ﹤0.01% | 1176 |
|
|
2020
Q4 | $188K | Buy |
6,010
+626
| +12% | +$19.6K | ﹤0.01% | 1099 |
|
|
2020
Q3 | $164K | Sell |
5,384
-799
| -13% | -$25.2K | ﹤0.01% | 1022 |
|
|
2020
Q2 | $181K | Buy |
6,183
+2
| +0% | +$53 | 0.01% | 914 |
|
|
2020
Q1 | $139K | Sell |
6,181
-761
| -11% | -$22.1K | 0.01% | 892 |
|
|
2019
Q4 | $219K | Buy |
6,942
+1
| +0% | +$31 | 0.01% | 853 |
|
|
2019
Q3 | $204K | Buy |
6,941
+1,877
| +37% | +$55.7K | 0.01% | 845 |
|
|
2019
Q2 | $153K | Buy |
+5,064
| New | +$150K | 0.01% | 898 |
|
|
2018
Q4 | – | Sell |
-973
| Closed | -$27K | – | 1979 |
|
|
2018
Q3 | $27K | Buy |
973
+1
| +0.1% | +$28 | ﹤0.01% | 1433 |
|
|
2018
Q2 | $26K | Buy |
972
+1
| +0.1% | +$26 | ﹤0.01% | 1368 |
|
|
2018
Q1 | $23K | Buy |
+971
| New | +$23.7K | ﹤0.01% | 1286 |
|
Other funds holding STAG
VPM
VCM
N
