Arax Advisory Partners’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 | $177K | Buy |
1,018
+192
| +23% | +$33.4K | 0.01% | 691 |
|
|
2025
Q1 | $137K | Sell |
826
-370
| -31% | -$61.5K | 0.01% | 625 |
|
|
2024
Q4 | $206K | Buy |
1,196
+840
| +236% | +$145K | 0.01% | 475 |
|
|
2024
Q3 | $60.2K | Buy |
356
+158
| +80% | +$26.7K | 0.01% | 652 |
|
|
2024
Q2 | $30.1K | Buy |
198
+73
| +58% | +$11.1K | ﹤0.01% | 837 |
|
|
2024
Q1 | $19.6K | Hold |
125
| – | – | ﹤0.01% | 676 |
|
|
2023
Q4 | $17.9K | Buy |
125
+1
| +0.8% | +$143 | ﹤0.01% | 673 |
|
|
2023
Q3 | $13.3K | Buy |
124
+5
| +4% | +$538 | ﹤0.01% | 659 |
|
|
2023
Q2 | $13.8K | Buy |
119
+1
| +0.8% | +$116 | ﹤0.01% | 653 |
|
|
2023
Q1 | $13.2K | Buy |
118
+2
| +2% | +$223 | ﹤0.01% | 644 |
|
|
2022
Q4 | $13.6K | Buy |
116
+2
| +2% | +$235 | ﹤0.01% | 608 |
|
|
2022
Q3 | $10K | Buy |
+114
| New | +$10K | ﹤0.01% | 666 |
|
|
2022
Q2 | – | Sell |
-110
| Closed | -$15K | – | 1230 |
|
|
2022
Q1 | $15K | Buy |
110
+1
| +0.9% | +$136 | ﹤0.01% | 609 |
|
|
2021
Q4 | $17K | Buy |
109
+1
| +0.9% | +$156 | ﹤0.01% | 591 |
|
|
2021
Q3 | $14K | Sell |
108
-499
| -82% | -$64.7K | ﹤0.01% | 600 |
|
|
2021
Q2 | $79K | Buy |
+607
| New | +$79K | 0.01% | 392 |
|
|
2020
Q4 | $9K | Buy |
104
+2
| +2% | +$173 | ﹤0.01% | 584 |
|
|
2020
Q3 | $7K | Buy |
102
+2
| +2% | +$137 | ﹤0.01% | 587 |
|
|
2020
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 575 |
|
|
2020
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 579 |
|
|
2018
Q3 | – | Sell |
-229
| Closed | -$38K | – | 718 |
|
|
2018
Q2 | $38K | Buy |
229
+53
| +30% | +$8.8K | 0.02% | 240 |
|
|
2018
Q1 | $27K | Buy |
+176
| New | +$27K | 0.01% | 260 |
|
|
2017
Q1 | – | Sell |
-15
| Closed | -$3K | – | 545 |
|
|
2016
Q4 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 436 |
|