Avestar Capital’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 | $341K | Sell |
2,123
-367
| -15% | -$59K | 0.02% | 330 |
|
|
2025
Q1 | $414K | Sell |
2,490
-405
| -14% | -$67.3K | 0.04% | 274 |
|
|
2024
Q4 | $499K | Buy |
2,895
+247
| +9% | +$42.5K | 0.04% | 265 |
|
|
2024
Q3 | $448K | Buy |
2,648
+71
| +3% | +$12K | 0.05% | 254 |
|
|
2024
Q2 | $391K | Buy |
2,577
+395
| +18% | +$60K | 0.04% | 258 |
|
|
2024
Q1 | $346K | Buy |
2,182
+440
| +25% | +$69.7K | 0.04% | 286 |
|
|
2023
Q4 | $248K | Buy |
+1,742
| New | +$248K | 0.03% | 301 |
|
|
2022
Q2 | – | Sell |
-1,658
| Closed | -$218K | – | 340 |
|
|
2022
Q1 | $218K | Buy |
1,658
+52
| +3% | +$6.84K | 0.03% | 323 |
|
|
2021
Q4 | $257K | Hold |
1,606
| – | – | 0.03% | 308 |
|
|
2021
Q3 | $209K | Hold |
1,606
| – | – | 0.03% | 340 |
|
|
2021
Q2 | $210K | Buy |
+1,606
| New | +$210K | 0.03% | 338 |
|
|
2019
Q3 | – | Sell |
-197
| Closed | -$28K | – | 736 |
|
|
2019
Q2 | $28K | Buy |
197
+3
| +2% | +$426 | 0.02% | 351 |
|
|
2019
Q1 | $32K | Buy |
194
+27
| +16% | +$4.45K | 0.02% | 336 |
|
|
2018
Q4 | $25K | Buy |
167
+32
| +24% | +$4.79K | 0.02% | 319 |
|
|
2018
Q3 | $20K | Buy |
135
+11
| +9% | +$1.63K | 0.01% | 367 |
|
|
2018
Q2 | $17K | Sell |
124
-1
| -0.8% | -$137 | 0.01% | 387 |
|
|
2018
Q1 | $17K | Buy |
125
+78
| +166% | +$10.6K | 0.01% | 364 |
|
|
2017
Q4 | $7K | Buy |
+47
| New | +$7K | 0.01% | 511 |
|