Accuvest Global Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,479
| Closed | -$278K | – | 98 |
|
|
2025
Q3 | $278K | Sell |
1,479
-77
| -5% | -$13.3K | 0.17% | 52 |
|
|
2025
Q2 | $250K | Sell |
1,556
-1,442
| -48% | -$228K | 0.16% | 59 |
|
|
2025
Q1 | $498K | Buy |
+2,998
| New | +$524K | 0.42% | 37 |
|
|
2024
Q4 | – | Sell |
-2,245
| Closed | -$564K | – | 62 |
|
|
2024
Q3 | $564K | Buy |
+2,245
| New | +$355K | 0.48% | 36 |
|
|
2024
Q2 | – | Sell |
-3,982
| Closed | -$623K | – | 103 |
|
|
2024
Q1 | $623K | Buy |
3,982
+995
| +33% | +$146K | 0.27% | 64 |
|
|
2023
Q4 | $426K | Sell |
2,987
-1,873
| -39% | -$226K | 0.45% | 42 |
|
|
2023
Q3 | $525K | Sell |
4,860
-147
| -3% | -$17.2K | 0.29% | 64 |
|
|
2023
Q2 | $578K | Buy |
5,007
+1,049
| +27% | +$114K | 0.3% | 63 |
|
|
2023
Q1 | $443K | Sell |
3,958
-8,360
| -68% | -$998K | 0.2% | 80 |
|
|
2022
Q4 | $1.45M | Buy |
12,318
+5,611
| +84% | +$624K | 0.48% | 44 |
|
|
2022
Q3 | $602K | Buy |
6,707
+469
| +8% | +$48K | 0.41% | 49 |
|
|
2022
Q2 | $592K | Buy |
6,238
+1,257
| +25% | +$144K | 0.38% | 53 |
|
|
2022
Q1 | $655K | Buy |
4,981
+2,619
| +111% | +$373K | 0.33% | 56 |
|
|
2021
Q4 | $377K | Buy |
+2,362
| New | +$361K | 0.17% | 79 |
|
|
2020
Q1 | – | Sell |
-90
| Closed | -$13K | – | 73 |
|
|
2019
Q4 | $13K | Buy |
90
+12
| +15% | +$1.8K | 0.03% | 53 |
|
|
2019
Q3 | $12K | Sell |
78
-2,428
| -97% | -$378K | 0.02% | 65 |
|
|
2019
Q2 | $400K | Buy |
+2,506
| New | +$432K | 0.23% | 79 |
|
|
2013
Q4 | – | Sell |
-2,339
| Closed | -$326K | – | 80 |
|
|
2013
Q3 | $326K | Buy |
+2,339
| New | +$340K | 0.08% | 50 |
|
Other funds holding SPG
