AE Wealth Management’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
Q3 | $507K | Buy |
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|
2025
Q2 | $414K | Buy |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q4 | $240K | Buy |
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|
2024
Q3 | $214K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $204K | Sell |
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|
2023
Q4 | $4.76M | Buy |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $2.26M | Buy |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $1.83M | Sell |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $2.8M | Sell |
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|
2021
Q4 | $4.48M | Sell |
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|
2021
Q3 | $4.56M | Sell |
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|
2021
Q2 | $5.36M | Sell |
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|
2021
Q1 | $5.88M | Sell |
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|
2020
Q4 | $4.56M | Sell |
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|
2020
Q3 | $5.06M | Buy |
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|
2020
Q2 | $231K | Sell |
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|
2020
Q1 | $218K | Sell |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $536K | Sell |
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|
2018
Q4 | $886K | Buy |
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|
2018
Q3 | $643K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $222K | Buy |
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