B. Riley Wealth Advisors’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 | $786K | Buy |
+4,886
| New | +$786K | 0.04% | 392 |
|
|
2024
Q4 | $800K | Sell |
4,646
-2,423
| -34% | -$417K | 0.03% | 528 |
|
|
2024
Q3 | $1.19M | Buy |
7,069
+48
| +0.7% | +$8.09K | 0.03% | 448 |
|
|
2024
Q2 | $1.07M | Sell |
7,021
-3,959
| -36% | -$601K | 0.03% | 513 |
|
|
2024
Q1 | $1.19M | Buy |
10,980
+1,574
| +17% | +$170K | 0.03% | 474 |
|
|
2023
Q4 | $1.34M | Sell |
9,406
-1,574
| -14% | -$225K | 0.04% | 450 |
|
|
2023
Q3 | $1.19M | Sell |
10,980
-826
| -7% | -$89.2K | 0.03% | 474 |
|
|
2023
Q2 | $1.36M | Sell |
11,806
-1,425
| -11% | -$165K | 0.03% | 467 |
|
|
2023
Q1 | $1.48M | Buy |
13,231
+2,092
| +19% | +$234K | 0.04% | 440 |
|
|
2022
Q4 | $1.31M | Buy |
11,139
+531
| +5% | +$62.4K | 0.04% | 453 |
|
|
2022
Q3 | $953K | Buy |
10,608
+1,120
| +12% | +$101K | 0.03% | 520 |
|
|
2022
Q2 | $901K | Buy |
9,488
+618
| +7% | +$58.7K | 0.04% | 451 |
|
|
2022
Q1 | $1.17M | Sell |
8,870
-858
| -9% | -$113K | 0.04% | 439 |
|
|
2021
Q4 | $1.56M | Sell |
9,728
-100
| -1% | -$16K | 0.04% | 412 |
|
|
2021
Q3 | $1.28M | Sell |
9,828
-1,000
| -9% | -$130K | 0.04% | 446 |
|
|
2021
Q2 | $1.39M | Sell |
10,828
-1,943
| -15% | -$249K | 0.05% | 422 |
|
|
2021
Q1 | $1.42M | Buy |
12,771
+7,439
| +140% | +$829K | 0.05% | 393 |
|
|
2020
Q4 | $456K | Sell |
5,332
-1,241
| -19% | -$106K | 0.02% | 566 |
|
|
2020
Q3 | $432K | Sell |
6,573
-1,415
| -18% | -$93K | 0.02% | 590 |
|
|
2020
Q2 | $547K | Buy |
+7,988
| New | +$547K | 0.04% | 430 |
|
|
2020
Q1 | – | Sell |
-1,847
| Closed | -$277K | – | 889 |
|
|
2019
Q4 | $277K | Buy |
+1,847
| New | +$277K | 0.02% | 629 |
|
|
2019
Q2 | – | Sell |
-1,355
| Closed | -$248K | – | 833 |
|
|
2019
Q1 | $248K | Buy |
1,355
+80
| +6% | +$14.6K | 0.03% | 576 |
|
|
2018
Q4 | $215K | Buy |
+1,275
| New | +$215K | 0.03% | 565 |
|
|
2018
Q1 | – | Sell |
-2,374
| Closed | -$408K | – | 707 |
|
|
2017
Q4 | $408K | Sell |
2,374
-87
| -4% | -$15K | 0.06% | 364 |
|
|
2017
Q3 | $399K | Sell |
2,461
-31
| -1% | -$5.03K | 0.07% | 311 |
|
|
2017
Q2 | $406K | Buy |
2,492
+366
| +17% | +$59.6K | 0.07% | 295 |
|
|
2017
Q1 | $369K | Sell |
2,126
-129
| -6% | -$22.4K | 0.07% | 291 |
|
|
2016
Q4 | $403K | Buy |
2,255
+197
| +10% | +$35.2K | 0.08% | 274 |
|
|
2016
Q3 | $430K | Sell |
2,058
-106
| -5% | -$22.1K | 0.08% | 300 |
|
|
2016
Q2 | $471K | Buy |
2,164
+166
| +8% | +$36.1K | 0.09% | 265 |
|
|
2016
Q1 | $415K | Buy |
1,998
+196
| +11% | +$40.7K | 0.1% | 259 |
|
|
2015
Q4 | $351K | Sell |
1,802
-55
| -3% | -$10.7K | 0.07% | 319 |
|
|
2015
Q3 | $342K | Buy |
+1,857
| New | +$342K | 0.08% | 313 |
|
|
2015
Q2 | – | Sell |
-2,688
| Closed | -$526K | – | 581 |
|
|
2015
Q1 | $526K | Buy |
2,688
+50
| +2% | +$9.78K | 0.13% | 209 |
|
|
2014
Q4 | $3.01K | Buy |
+2,638
| New | +$3.01K | 0.06% | 387 |
|
|
2014
Q3 | – | Sell |
-772
| Closed | -$128K | – | 1713 |
|
|
2014
Q2 | $128K | Buy |
+772
| New | +$128K | 0.03% | 623 |
|