BIA
Biondo Investment Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
70,123
+1,762
| +3% | +$283K | 1.49% | 23 |
|
|
2025
Q1 | $11.4M | Buy |
68,361
+620
| +0.9% | +$103K | 1.61% | 24 |
|
|
2024
Q4 | $11.7M | Buy |
67,741
+600
| +0.9% | +$103K | 1.61% | 22 |
|
|
2024
Q3 | $11.3M | Buy |
67,141
+473
| +0.7% | +$79.9K | 1.56% | 24 |
|
|
2024
Q2 | $10.1M | Buy |
66,668
+1,855
| +3% | +$282K | 1.5% | 21 |
|
|
2024
Q1 | $10.1M | Buy |
64,813
+392
| +0.6% | +$61.3K | 1.57% | 21 |
|
|
2023
Q4 | $9.19M | Buy |
64,421
+745
| +1% | +$106K | 1.56% | 21 |
|
|
2023
Q3 | $6.88M | Buy |
63,676
+3,248
| +5% | +$351K | 1.3% | 31 |
|
|
2023
Q2 | $6.98M | Buy |
60,428
+1,640
| +3% | +$189K | 1.29% | 30 |
|
|
2023
Q1 | $6.58M | Buy |
58,788
+750
| +1% | +$84K | 1.33% | 31 |
|
|
2022
Q4 | $6.82M | Sell |
58,038
-205
| -0.4% | -$24.1K | 1.52% | 28 |
|
|
2022
Q3 | $5.23M | Buy |
58,243
+3,080
| +6% | +$276K | 1.21% | 34 |
|
|
2022
Q2 | $5.24M | Buy |
55,163
+4,163
| +8% | +$395K | 1.15% | 34 |
|
|
2022
Q1 | $6.71M | Buy |
51,000
+1,735
| +4% | +$228K | 1.18% | 34 |
|
|
2021
Q4 | $7.87M | Buy |
49,265
+680
| +1% | +$109K | 1.31% | 24 |
|
|
2021
Q3 | $6.32M | Buy |
48,585
+1,090
| +2% | +$142K | 1.08% | 29 |
|
|
2021
Q2 | $6.2M | Buy |
47,495
+4,145
| +10% | +$541K | 1.06% | 32 |
|
|
2021
Q1 | $4.93M | Buy |
43,350
+2,696
| +7% | +$307K | 0.98% | 43 |
|
|
2020
Q4 | $3.47M | Buy |
+40,654
| New | +$3.47M | 0.66% | 45 |
|