Avantax Advisory Services’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
Q2 | $3.27M | Buy |
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|
2025
Q1 | $3.19M | Buy |
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|
2024
Q4 | $2.5M | Buy |
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|
2024
Q3 | $2.2M | Sell |
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|
2024
Q2 | $2.07M | Buy |
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|
2024
Q1 | $850K | Sell |
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|
2023
Q4 | $779K | Buy |
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|
2023
Q3 | $580K | Buy |
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|
2023
Q2 | $437K | Sell |
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|
2023
Q1 | $438K | Buy |
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|
2022
Q4 | $459K | Buy |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $413K | Buy |
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|
2022
Q1 | $474K | Buy |
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|
2021
Q4 | $552K | Buy |
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|
2021
Q3 | $415K | Sell |
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|
2021
Q2 | $532K | Buy |
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|
2021
Q1 | $343K | Buy |
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $373K | Buy |
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