Arete Wealth Advisors’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 | $469K | Buy |
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|
2025
Q1 | $474K | Sell |
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|
2024
Q4 | $492K | Sell |
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|
2024
Q3 | $562K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $528K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $743K | Buy |
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|
2023
Q1 | $585K | Buy |
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|
2022
Q4 | $401M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | $241K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $234K | Sell |
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|
2020
Q4 | $212K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $215K | Buy |
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