Atria Wealth Solutions’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 | $738K | Sell |
4,542
-10,457
| -70% | -$1.7M | 0.02% | 756 |
|
|
2025
Q1 | $2.49M | Sell |
14,999
-2,525
| -14% | -$419K | 0.03% | 553 |
|
|
2024
Q4 | $3.02M | Sell |
17,524
-1,807
| -9% | -$311K | 0.03% | 502 |
|
|
2024
Q3 | $3.27M | Buy |
19,331
+1,385
| +8% | +$234K | 0.04% | 470 |
|
|
2024
Q2 | $2.72M | Buy |
17,946
+33
| +0.2% | +$5.01K | 0.03% | 524 |
|
|
2024
Q1 | $2.83M | Sell |
17,913
-1,496
| -8% | -$237K | 0.03% | 513 |
|
|
2023
Q4 | $2.77M | Sell |
19,409
-7,368
| -28% | -$1.05M | 0.03% | 495 |
|
|
2023
Q3 | $2.89M | Sell |
26,777
-490
| -2% | -$52.9K | 0.04% | 446 |
|
|
2023
Q2 | $3.15M | Buy |
27,267
+268
| +1% | +$30.9K | 0.04% | 427 |
|
|
2023
Q1 | $3.02M | Sell |
26,999
-5,365
| -17% | -$601K | 0.04% | 404 |
|
|
2022
Q4 | $3.8M | Buy |
32,364
+3,802
| +13% | +$447K | 0.06% | 319 |
|
|
2022
Q3 | $2.56M | Buy |
28,562
+19,888
| +229% | +$1.78M | 0.04% | 391 |
|
|
2022
Q2 | $823K | Sell |
8,674
-9,344
| -52% | -$887K | 0.02% | 753 |
|
|
2022
Q1 | $2.37M | Buy |
+18,018
| New | +$2.37M | 0.04% | 433 |
|