Belpointe 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 | $638K | Sell |
3,968
-86
| -2% | -$13.8K | 0.03% | 493 |
|
|
2025
Q1 | $673K | Sell |
4,054
-15
| -0.4% | -$2.49K | 0.04% | 461 |
|
|
2024
Q4 | $681K | Hold |
4,069
| – | – | 0.04% | 431 |
|
|
2024
Q3 | $688K | Sell |
4,069
-7
| -0.2% | -$1.18K | 0.04% | 413 |
|
|
2024
Q2 | $619K | Sell |
4,076
-80
| -2% | -$12.1K | 0.04% | 408 |
|
|
2024
Q1 | $650K | Sell |
4,156
-239
| -5% | -$37.4K | 0.05% | 375 |
|
|
2023
Q4 | $627K | Sell |
4,395
-6
| -0.1% | -$856 | 0.06% | 309 |
|
|
2023
Q3 | $475K | Sell |
4,401
-79
| -2% | -$8.54K | 0.05% | 349 |
|
|
2023
Q2 | $517K | Sell |
4,480
-3,443
| -43% | -$398K | 0.05% | 302 |
|
|
2023
Q1 | $887K | Buy |
7,923
+808
| +11% | +$90.5K | 0.05% | 368 |
|
|
2022
Q4 | $836K | Sell |
7,115
-1,239
| -15% | -$146K | 0.05% | 370 |
|
|
2022
Q3 | $749K | Buy |
8,354
+3,003
| +56% | +$269K | 0.05% | 373 |
|
|
2022
Q2 | $507K | Buy |
5,351
+223
| +4% | +$21.1K | 0.03% | 478 |
|
|
2022
Q1 | $675K | Buy |
5,128
+1,223
| +31% | +$161K | 0.04% | 438 |
|
|
2021
Q4 | $624K | Sell |
3,905
-76
| -2% | -$12.1K | 0.04% | 453 |
|
|
2021
Q3 | $518K | Buy |
3,981
+15
| +0.4% | +$1.95K | 0.04% | 498 |
|
|
2021
Q2 | $517K | Buy |
3,966
+1,599
| +68% | +$208K | 0.04% | 488 |
|
|
2021
Q1 | $269K | Sell |
2,367
-103
| -4% | -$11.7K | 0.02% | 630 |
|
|
2020
Q4 | $211K | Buy |
+2,470
| New | +$211K | 0.02% | 678 |
|
|
2020
Q1 | – | Sell |
-1,645
| Closed | -$245K | – | 761 |
|
|
2019
Q4 | $245K | Buy |
+1,645
| New | +$245K | 0.03% | 484 |
|
|
2018
Q1 | – | Sell |
-1,970
| Closed | -$338K | – | 460 |
|
|
2017
Q4 | $338K | Buy |
+1,970
| New | +$338K | 0.07% | 310 |
|