Alpha Cubed Investments’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 | $560K | Sell |
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|
2025
Q1 | $687K | Buy |
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|
2024
Q4 | $612K | Buy |
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|
2024
Q3 | $549K | Sell |
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|
2024
Q2 | $599K | Buy |
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|
2024
Q1 | $508K | Buy |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $398K | Hold |
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|
2023
Q2 | $426K | Buy |
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|
2023
Q1 | $401K | Sell |
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|
2022
Q4 | $517K | Buy |
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|
2022
Q3 | $382K | Sell |
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|
2022
Q2 | $476K | Sell |
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|
2022
Q1 | $661K | Buy |
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|
2021
Q4 | $586K | Hold |
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|
2021
Q3 | $476K | Hold |
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|
2021
Q2 | $478K | Buy |
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|
2021
Q1 | $394K | Buy |
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|
2020
Q4 | $287K | Buy |
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|
2020
Q3 | $211K | Hold |
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|
2020
Q2 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $405K | Buy |
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|
2019
Q3 | $283K | Buy |
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|
2019
Q2 | $289K | Buy |
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|
2019
Q1 | $294K | Sell |
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|
2018
Q4 | $329K | Hold |
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|
2018
Q3 | $343K | Buy |
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|
2018
Q2 | $330K | Hold |
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|
2018
Q1 | $299K | Sell |
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|
2017
Q4 | $504K | Sell |
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|
2017
Q3 | $531K | Sell |
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|
2017
Q2 | $584K | Buy |
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|
2017
Q1 | $274K | Hold |
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|
2016
Q4 | $283K | Hold |
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|
2016
Q3 | $330K | Buy |
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