AE Wealth Management’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 | $414K | Buy |
2,576
+1,180
| +85% | +$190K | ﹤0.01% | 991 |
|
|
2025
Q1 | $232K | Buy |
1,396
+1
| +0.1% | +$166 | ﹤0.01% | 1215 |
|
|
2024
Q4 | $240K | Buy |
1,395
+130
| +10% | +$22.4K | ﹤0.01% | 1192 |
|
|
2024
Q3 | $214K | Buy |
+1,265
| New | +$214K | ﹤0.01% | 1153 |
|
|
2024
Q2 | – | Sell |
-1,303
| Closed | -$204K | – | 1275 |
|
|
2024
Q1 | $204K | Sell |
1,303
-32,194
| -96% | -$5.03M | ﹤0.01% | 1089 |
|
|
2023
Q4 | $4.76M | Buy |
33,497
+15,083
| +82% | +$2.14M | 0.02% | 606 |
|
|
2023
Q3 | $1.99M | Sell |
18,414
-1,174
| -6% | -$127K | 0.01% | 852 |
|
|
2023
Q2 | $2.26M | Buy |
19,588
+4,621
| +31% | +$534K | 0.01% | 809 |
|
|
2023
Q1 | $1.68M | Sell |
14,967
-3,865
| -21% | -$433K | 0.01% | 857 |
|
|
2022
Q4 | $2.21M | Sell |
18,832
-1,597
| -8% | -$188K | 0.02% | 705 |
|
|
2022
Q3 | $1.83M | Sell |
20,429
-704
| -3% | -$63.2K | 0.01% | 727 |
|
|
2022
Q2 | $2.01M | Sell |
21,133
-127
| -0.6% | -$12.1K | 0.02% | 667 |
|
|
2022
Q1 | $2.8M | Sell |
21,260
-6,803
| -24% | -$895K | 0.02% | 609 |
|
|
2021
Q4 | $4.48M | Sell |
28,063
-6,995
| -20% | -$1.12M | 0.03% | 443 |
|
|
2021
Q3 | $4.56M | Sell |
35,058
-6,041
| -15% | -$785K | 0.04% | 404 |
|
|
2021
Q2 | $5.36M | Sell |
41,099
-10,611
| -21% | -$1.38M | 0.05% | 347 |
|
|
2021
Q1 | $5.88M | Sell |
51,710
-1,723
| -3% | -$196K | 0.06% | 288 |
|
|
2020
Q4 | $4.56M | Sell |
53,433
-24,862
| -32% | -$2.12M | 0.05% | 289 |
|
|
2020
Q3 | $5.06M | Buy |
78,295
+74,917
| +2,218% | +$4.85M | 0.07% | 232 |
|
|
2020
Q2 | $231K | Sell |
3,378
-602
| -15% | -$41.2K | ﹤0.01% | 1109 |
|
|
2020
Q1 | $218K | Sell |
3,980
-3,081
| -44% | -$169K | 0.01% | 977 |
|
|
2019
Q4 | $1.05M | Buy |
7,061
+475
| +7% | +$70.8K | 0.02% | 520 |
|
|
2019
Q3 | $1.03M | Sell |
6,586
-1,823
| -22% | -$284K | 0.03% | 438 |
|
|
2019
Q2 | $1.34M | Buy |
8,409
+5,470
| +186% | +$874K | 0.04% | 324 |
|
|
2019
Q1 | $536K | Sell |
2,939
-2,333
| -44% | -$425K | 0.04% | 328 |
|
|
2018
Q4 | $886K | Buy |
5,272
+1,634
| +45% | +$275K | 0.15% | 161 |
|
|
2018
Q3 | $643K | Buy |
+3,638
| New | +$643K | 0.04% | 280 |
|
|
2018
Q1 | – | Sell |
-1,292
| Closed | -$222K | – | 455 |
|
|
2017
Q4 | $222K | Buy |
+1,292
| New | +$222K | 0.02% | 376 |
|