Arkadios Wealth Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
4,284
+1,895
| +79% | +$305K | 0.02% | 716 |
|
|
2025
Q1 | $397K | Buy |
+2,389
| New | +$397K | 0.02% | 793 |
|
|
2023
Q4 | – | Sell |
-2,375
| Closed | -$257K | – | 752 |
|
|
2023
Q3 | $257K | Buy |
2,375
+99
| +4% | +$10.7K | 0.02% | 544 |
|
|
2023
Q2 | $263K | Sell |
2,276
-141
| -6% | -$16.3K | 0.03% | 483 |
|
|
2023
Q1 | $271K | Buy |
2,417
+26
| +1% | +$2.91K | 0.03% | 468 |
|
|
2022
Q4 | $281K | Buy |
2,391
+145
| +6% | +$17K | 0.04% | 427 |
|
|
2022
Q3 | $202K | Sell |
2,246
-553
| -20% | -$49.7K | 0.03% | 490 |
|
|
2022
Q2 | $266K | Sell |
2,799
-168
| -6% | -$16K | 0.04% | 426 |
|
|
2022
Q1 | $390K | Sell |
2,967
-26
| -0.9% | -$3.42K | 0.05% | 361 |
|
|
2021
Q4 | $478K | Sell |
2,993
-326
| -10% | -$52.1K | 0.06% | 332 |
|
|
2021
Q3 | $431K | Sell |
3,319
-699
| -17% | -$90.8K | 0.06% | 325 |
|
|
2021
Q2 | $524K | Buy |
4,018
+2,292
| +133% | +$299K | 0.06% | 320 |
|
|
2021
Q1 | $196K | Buy |
1,726
+287
| +20% | +$32.6K | 0.03% | 416 |
|
|
2020
Q4 | $122K | Buy |
1,439
+738
| +105% | +$62.6K | 0.03% | 406 |
|
|
2020
Q3 | $45.5K | Buy |
701
+309
| +79% | +$20.1K | 0.02% | 437 |
|
|
2020
Q2 | $24.3K | Buy |
+392
| New | +$24.3K | 0.01% | 505 |
|