Atlas 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 | $11.1K | Hold |
69
| – | – | ﹤0.01% | 767 |
|
|
2025
Q1 | $11.5K | Hold |
69
| – | – | ﹤0.01% | 787 |
|
|
2024
Q4 | $11.9K | Sell |
69
-156
| -69% | -$26.9K | ﹤0.01% | 764 |
|
|
2024
Q3 | $38K | Hold |
225
| – | – | 0.01% | 611 |
|
|
2024
Q2 | $34.2K | Sell |
225
-49
| -18% | -$7.44K | ﹤0.01% | 634 |
|
|
2024
Q1 | $42.9K | Sell |
274
-31
| -10% | -$4.85K | 0.01% | 588 |
|
|
2023
Q4 | $43.5K | Sell |
305
-57
| -16% | -$8.13K | 0.01% | 608 |
|
|
2023
Q3 | $39.1K | Buy |
362
+199
| +122% | +$21.5K | 0.01% | 567 |
|
|
2023
Q2 | $18.8K | Hold |
163
| – | – | ﹤0.01% | 688 |
|
|
2023
Q1 | $18.3K | Hold |
163
| – | – | ﹤0.01% | 696 |
|
|
2022
Q4 | $19.1K | Sell |
163
-118
| -42% | -$13.9K | ﹤0.01% | 666 |
|
|
2022
Q3 | $25.2K | Buy |
281
+56
| +25% | +$5.03K | ﹤0.01% | 626 |
|
|
2022
Q2 | $21.4K | Sell |
225
-1,309
| -85% | -$124K | ﹤0.01% | 672 |
|
|
2022
Q1 | $202K | Sell |
1,534
-684
| -31% | -$90K | 0.03% | 354 |
|
|
2021
Q4 | $354K | Buy |
2,218
+1,034
| +87% | +$165K | 0.05% | 274 |
|
|
2021
Q3 | $154K | Buy |
1,184
+797
| +206% | +$104K | 0.02% | 385 |
|
|
2021
Q2 | $50.5K | Buy |
387
+4
| +1% | +$522 | 0.01% | 532 |
|
|
2021
Q1 | $43.6K | Buy |
+383
| New | +$43.6K | 0.01% | 505 |
|
|
2020
Q2 | – | Sell |
-527
| Closed | -$28.9K | – | 733 |
|
|
2020
Q1 | $28.9K | Buy |
+527
| New | +$28.9K | 0.01% | 485 |
|
|
2019
Q4 | – | Sell |
-41
| Closed | -$6.38K | – | 668 |
|
|
2019
Q3 | $6.38K | Sell |
41
-923
| -96% | -$144K | ﹤0.01% | 596 |
|
|
2019
Q2 | $154K | Sell |
964
-627
| -39% | -$100K | 0.05% | 338 |
|
|
2019
Q1 | $290K | Buy |
1,591
+1,022
| +180% | +$186K | 0.1% | 222 |
|
|
2018
Q4 | $95.6K | Buy |
569
+171
| +43% | +$28.7K | 0.04% | 345 |
|
|
2018
Q3 | $68.9K | Buy |
398
+118
| +42% | +$20.4K | 0.02% | 399 |
|
|
2018
Q2 | $47.7K | Buy |
+280
| New | +$47.7K | 0.02% | 402 |
|