Advisory Services Network’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 | $3.71M | Buy |
22,650
+695
| +3% | +$114K | 0.06% | 349 |
|
|
2025
Q1 | $3.65M | Sell |
21,955
-3,327
| -13% | -$553K | 0.07% | 320 |
|
|
2024
Q4 | $4.35M | Buy |
25,282
+606
| +2% | +$104K | 0.08% | 278 |
|
|
2024
Q3 | $3.75M | Hold |
24,676
| – | – | 0.08% | 280 |
|
|
2024
Q2 | $3.75M | Buy |
24,676
+1,229
| +5% | +$187K | 0.08% | 280 |
|
|
2024
Q1 | $3.67M | Sell |
23,447
-4,596
| -16% | -$719K | 0.08% | 283 |
|
|
2023
Q4 | $4M | Sell |
28,043
-40
| -0.1% | -$5.71K | 0.1% | 236 |
|
|
2023
Q3 | $3.03M | Buy |
28,083
+13,848
| +97% | +$1.5M | 0.08% | 277 |
|
|
2023
Q2 | $1.64M | Buy |
14,235
+697
| +5% | +$80.5K | 0.04% | 475 |
|
|
2023
Q1 | $1.52M | Buy |
13,538
+1,754
| +15% | +$196K | 0.04% | 500 |
|
|
2022
Q4 | $1.38M | Sell |
11,784
-2,056
| -15% | -$242K | 0.04% | 492 |
|
|
2022
Q3 | $1.24M | Sell |
13,840
-6,915
| -33% | -$621K | 0.04% | 475 |
|
|
2022
Q2 | $1.97M | Buy |
20,755
+5,080
| +32% | +$482K | 0.07% | 353 |
|
|
2022
Q1 | $2.06M | Buy |
15,675
+7,386
| +89% | +$971K | 0.06% | 393 |
|
|
2021
Q4 | $1.32M | Buy |
8,289
+986
| +14% | +$157K | 0.04% | 521 |
|
|
2021
Q3 | $949K | Sell |
7,303
-63
| -0.9% | -$8.19K | 0.03% | 624 |
|
|
2021
Q2 | $961K | Buy |
7,366
+4,432
| +151% | +$578K | 0.03% | 607 |
|
|
2021
Q1 | $334K | Buy |
2,934
+2,033
| +226% | +$231K | 0.01% | 977 |
|
|
2020
Q4 | $76K | Sell |
901
-603
| -40% | -$50.9K | ﹤0.01% | 1462 |
|
|
2020
Q3 | $97K | Buy |
+1,504
| New | +$97K | ﹤0.01% | 1273 |
|
|
2020
Q2 | – | Sell |
-1,352
| Closed | -$74K | – | 2524 |
|
|
2020
Q1 | $74K | Buy |
1,352
+14
| +1% | +$766 | ﹤0.01% | 1193 |
|
|
2019
Q4 | $200K | Buy |
1,338
+33
| +3% | +$4.93K | 0.01% | 893 |
|
|
2019
Q3 | $209K | Hold |
1,305
| – | – | 0.01% | 810 |
|
|
2019
Q2 | $209K | Buy |
1,305
+1,029
| +373% | +$165K | 0.01% | 808 |
|
|
2019
Q1 | $50K | Sell |
276
-1,324
| -83% | -$240K | ﹤0.01% | 1249 |
|
|
2018
Q4 | $269K | Buy |
1,600
+44
| +3% | +$7.4K | 0.02% | 620 |
|
|
2018
Q3 | $275K | Buy |
1,556
+78
| +5% | +$13.8K | 0.02% | 675 |
|
|
2018
Q2 | $253K | Buy |
1,478
+415
| +39% | +$71K | 0.02% | 676 |
|
|
2018
Q1 | $164K | Sell |
1,063
-173
| -14% | -$26.7K | 0.01% | 847 |
|
|
2017
Q4 | $212K | Buy |
1,236
+1,102
| +822% | +$189K | 0.02% | 753 |
|
|
2017
Q3 | $22K | Buy |
134
+39
| +41% | +$6.4K | ﹤0.01% | 1378 |
|
|
2017
Q2 | $15K | Buy |
+95
| New | +$15K | ﹤0.01% | 1439 |
|
|
2016
Q3 | $9K | Sell |
42
-23
| -35% | -$4.93K | ﹤0.01% | 1354 |
|
|
2016
Q2 | $14K | Sell |
65
-71
| -52% | -$15.3K | ﹤0.01% | 1111 |
|
|
2016
Q1 | $28K | Buy |
136
+33
| +32% | +$6.79K | 0.01% | 836 |
|
|
2015
Q4 | $20K | Buy |
103
+7
| +7% | +$1.36K | 0.01% | 794 |
|
|
2015
Q3 | $18K | Hold |
96
| – | – | 0.01% | 773 |
|
|
2015
Q2 | $17K | Buy |
+96
| New | +$17K | 0.01% | 768 |
|