Allworth Financial’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 | $3.38M | Buy |
20,994
+16,744
| +394% | +$2.69M | 0.02% | 376 |
|
|
2025
Q1 | $664K | Buy |
4,250
+1,098
| +35% | +$171K | ﹤0.01% | 623 |
|
|
2024
Q4 | $545K | Buy |
3,152
+1,842
| +141% | +$319K | ﹤0.01% | 665 |
|
|
2024
Q3 | $221K | Buy |
1,310
+181
| +16% | +$30.6K | ﹤0.01% | 788 |
|
|
2024
Q2 | $173K | Buy |
1,129
+54
| +5% | +$8.29K | ﹤0.01% | 867 |
|
|
2024
Q1 | $168K | Buy |
1,075
+280
| +35% | +$43.8K | ﹤0.01% | 835 |
|
|
2023
Q4 | $113K | Sell |
795
-345
| -30% | -$49.2K | ﹤0.01% | 906 |
|
|
2023
Q3 | $123K | Buy |
1,140
+130
| +13% | +$14K | ﹤0.01% | 810 |
|
|
2023
Q2 | $117K | Buy |
1,010
+272
| +37% | +$31.4K | ﹤0.01% | 842 |
|
|
2023
Q1 | $82.6K | Buy |
738
+109
| +17% | +$12.2K | ﹤0.01% | 914 |
|
|
2022
Q4 | $73.9K | Buy |
629
+139
| +28% | +$16.3K | ﹤0.01% | 894 |
|
|
2022
Q3 | $44K | Buy |
490
+175
| +56% | +$15.7K | ﹤0.01% | 1003 |
|
|
2022
Q2 | $30K | Sell |
315
-241
| -43% | -$23K | ﹤0.01% | 1089 |
|
|
2022
Q1 | $73K | Buy |
556
+550
| +9,167% | +$72.2K | ﹤0.01% | 797 |
|
|
2021
Q4 | $1K | Buy |
6
+3
| +100% | +$500 | ﹤0.01% | 1859 |
|
|
2021
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1967 |
|
|
2018
Q2 | – | Sell |
-1
| Closed | – | – | 1012 |
|
|
2018
Q1 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 869 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 816 |
|
|
2017
Q2 | – | Sell |
-3
| Closed | -$1K | – | 827 |
|
|
2017
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 717 |
|
|
2016
Q4 | – | Sell |
-6
| Closed | -$1K | – | 739 |
|
|
2016
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 662 |
|