Bell Investment 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 | $34.9K | Buy |
217
+146
| +206% | +$23.5K | 0.01% | 297 |
|
|
2025
Q1 | $11.8K | Hold |
71
| – | – | ﹤0.01% | 540 |
|
|
2024
Q4 | $12.2K | Sell |
71
-3
| -4% | -$517 | ﹤0.01% | 530 |
|
|
2024
Q3 | $12.5K | Hold |
74
| – | – | ﹤0.01% | 539 |
|
|
2024
Q2 | $11.2K | Sell |
74
-14
| -16% | -$2.13K | ﹤0.01% | 568 |
|
|
2024
Q1 | $13.8K | Buy |
88
+27
| +44% | +$4.23K | ﹤0.01% | 470 |
|
|
2023
Q4 | $8.7K | Sell |
61
-27
| -31% | -$3.85K | ﹤0.01% | 616 |
|
|
2023
Q3 | $9.51K | Sell |
88
-20
| -19% | -$2.16K | ﹤0.01% | 527 |
|
|
2023
Q2 | $12.5K | Buy |
108
+11
| +11% | +$1.27K | ﹤0.01% | 435 |
|
|
2023
Q1 | $10.9K | Sell |
97
-36
| -27% | -$4.03K | ﹤0.01% | 454 |
|
|
2022
Q4 | $15.6K | Buy |
133
+43
| +48% | +$5.05K | ﹤0.01% | 360 |
|
|
2022
Q3 | $8K | Sell |
90
-19
| -17% | -$1.69K | ﹤0.01% | 506 |
|
|
2022
Q2 | $10K | Buy |
+109
| New | +$10K | ﹤0.01% | 437 |
|
|
2021
Q4 | $14K | Sell |
89
-30
| -25% | -$4.72K | ﹤0.01% | 399 |
|
|
2021
Q3 | $15K | Buy |
+119
| New | +$15K | ﹤0.01% | 358 |
|