AIA
Affinity Investment Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
8,556
+151
| +2% | +$24.3K | 1.04% | 35 |
|
|
2025
Q1 | $1.4M | Sell |
8,405
-679
| -7% | -$113K | 1.14% | 26 |
|
|
2024
Q4 | $1.56M | Sell |
9,084
-2,524
| -22% | -$435K | 1.3% | 18 |
|
|
2024
Q3 | $1.96M | Sell |
11,608
-56
| -0.5% | -$9.47K | 1.35% | 20 |
|
|
2024
Q2 | $1.77M | Sell |
11,664
-329
| -3% | -$49.9K | 1.33% | 26 |
|
|
2024
Q1 | $1.88M | Sell |
11,993
-915
| -7% | -$143K | 1.37% | 21 |
|
|
2023
Q4 | $1.84M | Sell |
12,908
-527
| -4% | -$75.2K | 1.25% | 19 |
|
|
2023
Q3 | $1.45M | Sell |
13,435
-1,480
| -10% | -$160K | 0.94% | 28 |
|
|
2023
Q2 | $1.72M | Buy |
14,915
+1,576
| +12% | +$182K | 1% | 26 |
|
|
2023
Q1 | $1.49M | Buy |
13,339
+8,571
| +180% | +$960K | 0.8% | 34 |
|
|
2022
Q4 | $560K | Hold |
4,768
| – | – | 0.26% | 133 |
|
|
2022
Q3 | $428K | Hold |
4,768
| – | – | 0.22% | 142 |
|
|
2022
Q2 | $453K | Sell |
4,768
-626
| -12% | -$59.5K | 0.22% | 142 |
|
|
2022
Q1 | $710K | Sell |
5,394
-57
| -1% | -$7.5K | 0.29% | 128 |
|
|
2021
Q4 | $871K | Buy |
5,451
+1,098
| +25% | +$175K | 0.35% | 106 |
|
|
2021
Q3 | $566K | Buy |
4,353
+63
| +1% | +$8.19K | 0.25% | 133 |
|
|
2021
Q2 | $560K | Buy |
+4,290
| New | +$560K | 0.25% | 128 |
|