Advisornet Financial’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.2K | Sell |
188
-30
| -14% | -$4.81K | ﹤0.01% | 1136 |
|
|
2025
Q1 | $36.2K | Buy |
218
+95
| +77% | +$15.8K | ﹤0.01% | 1013 |
|
|
2024
Q4 | $21.2K | Sell |
123
-53
| -30% | -$9.15K | ﹤0.01% | 1100 |
|
|
2024
Q3 | $29.7K | Buy |
176
+5
| +3% | +$843 | ﹤0.01% | 1063 |
|
|
2024
Q2 | $26K | Sell |
171
-5
| -3% | -$759 | ﹤0.01% | 1007 |
|
|
2024
Q1 | $27.5K | Buy |
176
+11
| +7% | +$1.72K | ﹤0.01% | 988 |
|
|
2023
Q4 | $23.5K | Sell |
165
-60
| -27% | -$8.56K | ﹤0.01% | 1032 |
|
|
2023
Q3 | $24.3K | Buy |
225
+52
| +30% | +$5.62K | ﹤0.01% | 975 |
|
|
2023
Q2 | $20K | Sell |
173
-303
| -64% | -$35K | ﹤0.01% | 1095 |
|
|
2023
Q1 | $53.3K | Sell |
476
-27
| -5% | -$3.02K | ﹤0.01% | 781 |
|
|
2022
Q4 | $59.1K | Sell |
503
-1,832
| -78% | -$215K | 0.01% | 747 |
|
|
2022
Q3 | $210K | Buy |
2,335
+312
| +15% | +$28.1K | 0.02% | 495 |
|
|
2022
Q2 | $192K | Buy |
2,023
+182
| +10% | +$17.3K | 0.02% | 508 |
|
|
2022
Q1 | $242K | Buy |
1,841
+1,241
| +207% | +$163K | 0.02% | 510 |
|
|
2021
Q4 | $96K | Buy |
600
+150
| +33% | +$24K | 0.01% | 824 |
|
|
2021
Q3 | $58K | Hold |
450
| – | – | ﹤0.01% | 960 |
|
|
2021
Q2 | $59K | Hold |
450
| – | – | ﹤0.01% | 929 |
|
|
2021
Q1 | $51K | Hold |
450
| – | – | ﹤0.01% | 926 |
|
|
2020
Q4 | $38K | Hold |
450
| – | – | ﹤0.01% | 948 |
|
|
2020
Q3 | $29K | Sell |
450
-1,295
| -74% | -$83.5K | ﹤0.01% | 983 |
|
|
2020
Q2 | $119K | Buy |
1,745
+578
| +50% | +$39.4K | 0.01% | 620 |
|
|
2020
Q1 | $64K | Buy |
1,167
+1,035
| +784% | +$56.8K | 0.01% | 719 |
|
|
2019
Q4 | $20K | Sell |
132
-1,405
| -91% | -$213K | ﹤0.01% | 1183 |
|
|
2019
Q3 | $239K | Buy |
1,537
+1,487
| +2,974% | +$231K | 0.02% | 465 |
|
|
2019
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 1285 |
|
|
2019
Q1 | $9K | Hold |
50
| – | – | ﹤0.01% | 1212 |
|
|
2018
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 1154 |
|
|
2018
Q3 | $9K | Buy |
+50
| New | +$9K | ﹤0.01% | 1157 |
|
|
2018
Q1 | – | Sell |
-107
| Closed | -$18K | – | 1460 |
|
|
2017
Q4 | $18K | Buy |
+107
| New | +$18K | ﹤0.01% | 886 |
|