Avantax Advisory Services’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 | $3.27M | Buy |
20,366
+1,171
| +6% | +$188K | 0.02% | 591 |
|
|
2025
Q1 | $3.19M | Buy |
19,195
+4,691
| +32% | +$779K | 0.02% | 558 |
|
|
2024
Q4 | $2.5M | Buy |
14,504
+1,486
| +11% | +$256K | 0.02% | 618 |
|
|
2024
Q3 | $2.2M | Sell |
13,018
-644
| -5% | -$109K | 0.01% | 656 |
|
|
2024
Q2 | $2.07M | Buy |
13,662
+8,231
| +152% | +$1.25M | 0.01% | 650 |
|
|
2024
Q1 | $850K | Sell |
5,431
-28
| -0.5% | -$4.38K | 0.01% | 815 |
|
|
2023
Q4 | $779K | Buy |
5,459
+86
| +2% | +$12.3K | 0.01% | 811 |
|
|
2023
Q3 | $580K | Buy |
5,373
+1,593
| +42% | +$172K | 0.01% | 886 |
|
|
2023
Q2 | $437K | Sell |
3,780
-131
| -3% | -$15.1K | 0.01% | 998 |
|
|
2023
Q1 | $438K | Buy |
3,911
+4
| +0.1% | +$448 | 0.01% | 968 |
|
|
2022
Q4 | $459K | Buy |
3,907
+614
| +19% | +$72.1K | 0.01% | 905 |
|
|
2022
Q3 | $296K | Sell |
3,293
-1,061
| -24% | -$95.4K | ﹤0.01% | 1019 |
|
|
2022
Q2 | $413K | Buy |
4,354
+761
| +21% | +$72.2K | 0.01% | 858 |
|
|
2022
Q1 | $474K | Buy |
3,593
+137
| +4% | +$18.1K | 0.01% | 804 |
|
|
2021
Q4 | $552K | Buy |
3,456
+274
| +9% | +$43.8K | 0.01% | 727 |
|
|
2021
Q3 | $415K | Sell |
3,182
-873
| -22% | -$114K | 0.01% | 785 |
|
|
2021
Q2 | $532K | Buy |
4,055
+1,069
| +36% | +$140K | 0.01% | 691 |
|
|
2021
Q1 | $343K | Buy |
2,986
+10
| +0.3% | +$1.15K | 0.01% | 753 |
|
|
2020
Q4 | $254K | Sell |
2,976
-2,845
| -49% | -$243K | 0.01% | 799 |
|
|
2020
Q3 | $373K | Buy |
+5,821
| New | +$373K | 0.01% | 924 |
|