Aptus Capital Advisors’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 | $291K | Sell |
1,812
-1,273
| -41% | -$205K | ﹤0.01% | 821 |
|
|
2025
Q1 | $512K | Buy |
3,085
+677
| +28% | +$112K | 0.01% | 630 |
|
|
2024
Q4 | $415K | Buy |
2,408
+793
| +49% | +$137K | ﹤0.01% | 682 |
|
|
2024
Q3 | $273K | Buy |
1,615
+61
| +4% | +$10.3K | ﹤0.01% | 681 |
|
|
2024
Q2 | $236K | Buy |
1,554
+76
| +5% | +$11.5K | ﹤0.01% | 688 |
|
|
2024
Q1 | $231K | Buy |
+1,478
| New | +$231K | ﹤0.01% | 693 |
|