BFC
Bedel Financial Consulting’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Hold |
7,558
| – | – | 0.17% | 83 |
|
|
2025
Q1 | $1.21M | Sell |
7,558
-60
| -0.8% | -$9.61K | 0.17% | 76 |
|
|
2024
Q4 | $1.36M | Hold |
7,618
| – | – | 0.19% | 73 |
|
|
2024
Q3 | $1.29M | Sell |
7,618
-88
| -1% | -$14.9K | 0.18% | 69 |
|
|
2024
Q2 | $1.17M | Buy |
7,706
+2
| +0% | +$304 | 0.17% | 69 |
|
|
2024
Q1 | $1.21M | Buy |
7,704
+1
| +0% | +$156 | 0.19% | 71 |
|
|
2023
Q4 | $1.1M | Sell |
7,703
-333
| -4% | -$47.5K | 0.2% | 70 |
|
|
2023
Q3 | $868K | Buy |
8,036
+1
| +0% | +$108 | 0.18% | 72 |
|
|
2023
Q2 | $928K | Buy |
8,035
+15
| +0.2% | +$1.73K | 0.19% | 69 |
|
|
2023
Q1 | $898K | Sell |
8,020
-158
| -2% | -$17.7K | 0.22% | 67 |
|
|
2022
Q4 | $961K | Sell |
8,178
-21
| -0.3% | -$2.47K | 0.24% | 60 |
|
|
2022
Q3 | $958K | Buy |
8,199
+3
| +0% | +$351 | 0.25% | 55 |
|
|
2022
Q2 | $778K | Buy |
8,196
+2
| +0% | +$190 | 0.23% | 57 |
|
|
2022
Q1 | $1.08M | Sell |
8,194
-21
| -0.3% | -$2.76K | 0.34% | 44 |
|
|
2021
Q4 | $1.31M | Sell |
8,215
-73
| -0.9% | -$11.7K | 0.41% | 34 |
|
|
2021
Q3 | $1.08M | Buy |
8,288
+2
| +0% | +$260 | 0.37% | 36 |
|
|
2021
Q2 | $1.08M | Buy |
8,286
+147
| +2% | +$19.2K | 0.38% | 36 |
|
|
2021
Q1 | $926K | Buy |
8,139
+2,128
| +35% | +$242K | 0.36% | 40 |
|
|
2020
Q4 | $513K | Buy |
6,011
+5
| +0.1% | +$427 | 0.23% | 65 |
|
|
2020
Q3 | $388K | Sell |
6,006
-120
| -2% | -$7.75K | 0.19% | 78 |
|
|
2020
Q2 | $419K | Buy |
6,126
+406
| +7% | +$27.8K | 0.23% | 66 |
|
|
2020
Q1 | $314K | Buy |
5,720
+1
| +0% | +$55 | 0.21% | 77 |
|
|
2019
Q4 | $852K | Sell |
5,719
-32
| -0.6% | -$4.77K | 0.48% | 29 |
|
|
2019
Q3 | $895K | Buy |
5,751
+362
| +7% | +$56.3K | 0.54% | 29 |
|
|
2019
Q2 | $861K | Hold |
5,389
| – | – | 0.52% | 32 |
|
|
2019
Q1 | $982K | Hold |
5,389
| – | – | 0.63% | 29 |
|
|
2018
Q4 | $905K | Sell |
5,389
-143
| -3% | -$24K | 0.65% | 28 |
|
|
2018
Q3 | $963K | Hold |
5,532
| – | – | 0.64% | 28 |
|
|
2018
Q2 | $941K | Hold |
5,532
| – | – | 0.69% | 25 |
|
|
2018
Q1 | $854K | Buy |
5,532
+100
| +2% | +$15.4K | 0.65% | 29 |
|
|
2017
Q4 | $933K | Buy |
+5,432
| New | +$933K | 0.84% | 24 |
|