Baker Avenue Asset Management’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 | $265K | Sell |
1,646
-35
| -2% | -$5.63K | 0.01% | 412 |
|
|
2025
Q1 | $279K | Sell |
1,681
-869
| -34% | -$144K | 0.01% | 368 |
|
|
2024
Q4 | $439K | Buy |
2,550
+1,156
| +83% | +$199K | 0.01% | 309 |
|
|
2024
Q3 | $236K | Buy |
+1,394
| New | +$236K | 0.01% | 377 |
|
|
2023
Q4 | – | Sell |
-335
| Closed | -$36.2K | – | 1301 |
|
|
2023
Q3 | $36.2K | Sell |
335
-17
| -5% | -$1.84K | ﹤0.01% | 562 |
|
|
2023
Q2 | $40.7K | Sell |
352
-488
| -58% | -$56.4K | ﹤0.01% | 548 |
|
|
2023
Q1 | $94.1K | Sell |
840
-4,087
| -83% | -$458K | 0.01% | 440 |
|
|
2022
Q4 | $579K | Buy |
+4,927
| New | +$579K | 0.03% | 224 |
|