Allworth Financial’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
Q2 | $3.38M | Buy |
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|
2025
Q1 | $664K | Buy |
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|
2024
Q4 | $545K | Buy |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | $173K | Buy |
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|
2024
Q1 | $168K | Buy |
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|
2023
Q4 | $113K | Sell |
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|
2023
Q3 | $123K | Buy |
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|
2023
Q2 | $117K | Buy |
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|
2023
Q1 | $82.6K | Buy |
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|
2022
Q4 | $73.9K | Buy |
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|
2022
Q3 | $44K | Buy |
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|
2022
Q2 | $30K | Sell |
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|
2022
Q1 | $73K | Buy |
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|
2021
Q4 | $1K | Buy |
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|
2021
Q3 | $0 | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $0 | Sell |
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|
2017
Q4 | $0 | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1K | Buy |
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