Ausdal Financial Partners’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 | $911K | Buy |
5,666
+189
| +3% | +$30.4K | 0.06% | 283 |
|
|
2025
Q1 | $910K | Buy |
5,477
+311
| +6% | +$51.7K | 0.07% | 260 |
|
|
2024
Q4 | $890K | Sell |
5,166
-246
| -5% | -$42.4K | 0.08% | 226 |
|
|
2024
Q3 | $915K | Sell |
5,412
-301
| -5% | -$50.9K | 0.1% | 211 |
|
|
2024
Q2 | $867K | Buy |
5,713
+12
| +0.2% | +$1.82K | 0.09% | 199 |
|
|
2024
Q1 | $892K | Sell |
5,701
-200
| -3% | -$31.3K | 0.1% | 185 |
|
|
2023
Q4 | $842K | Sell |
5,901
-445
| -7% | -$63.5K | 0.1% | 179 |
|
|
2023
Q3 | $686K | Sell |
6,346
-227
| -3% | -$24.5K | 0.09% | 195 |
|
|
2023
Q2 | $759K | Sell |
6,573
-115
| -2% | -$13.3K | 0.1% | 188 |
|
|
2023
Q1 | $749K | Sell |
6,688
-138
| -2% | -$15.5K | 0.1% | 196 |
|
|
2022
Q4 | $802K | Sell |
6,826
-615
| -8% | -$72.3K | 0.12% | 179 |
|
|
2022
Q3 | $668K | Buy |
7,441
+1,228
| +20% | +$110K | 0.11% | 202 |
|
|
2022
Q2 | $590K | Buy |
6,213
+86
| +1% | +$8.17K | 0.09% | 234 |
|
|
2022
Q1 | $806K | Buy |
6,127
+23
| +0.4% | +$3.03K | 0.11% | 203 |
|
|
2021
Q4 | $975K | Sell |
6,104
-229
| -4% | -$36.6K | 0.13% | 184 |
|
|
2021
Q3 | $823K | Sell |
6,333
-29
| -0.5% | -$3.77K | 0.12% | 197 |
|
|
2021
Q2 | $830K | Sell |
6,362
-608
| -9% | -$79.3K | 0.13% | 192 |
|
|
2021
Q1 | $793K | Sell |
6,970
-3,166
| -31% | -$360K | 0.13% | 181 |
|
|
2020
Q4 | $864K | Buy |
+10,136
| New | +$864K | 0.17% | 153 |
|
|
2017
Q4 | – | Sell |
-1,265
| Closed | -$204K | – | 368 |
|
|
2017
Q3 | $204K | Buy |
+1,265
| New | +$204K | 0.08% | 303 |
|
|
2017
Q2 | – | Sell |
-1,265
| Closed | -$218K | – | 328 |
|
|
2017
Q1 | $218K | Hold |
1,265
| – | – | 0.1% | 249 |
|
|
2016
Q4 | $225K | Hold |
1,265
| – | – | 0.11% | 219 |
|
|
2016
Q3 | $262K | Hold |
1,265
| – | – | 0.13% | 189 |
|
|
2016
Q2 | $274K | Hold |
1,265
| – | – | 0.14% | 176 |
|
|
2016
Q1 | $263K | Hold |
1,265
| – | – | 0.15% | 173 |
|
|
2015
Q4 | $246K | Buy |
+1,265
| New | +$246K | 0.12% | 183 |
|