Arkadios 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
Q3 | $1.1M | Buy |
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|
2025
Q2 | $689K | Buy |
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|
2025
Q1 | $397K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $266K | Sell |
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|
2022
Q1 | $390K | Sell |
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|
2021
Q4 | $478K | Sell |
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|
2021
Q3 | $431K | Sell |
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|
2021
Q2 | $524K | Buy |
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|
2021
Q1 | $196K | Buy |
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|
2020
Q4 | $122K | Buy |
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|
2020
Q3 | $45.5K | Buy |
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|
2020
Q2 | $24.3K | Buy |
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