Bogart Wealth LLC’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 | $7.63M | Buy |
47,446
+6,146
| +15% | +$988K | 0.33% | 72 |
|
|
2025
Q1 | $6.86M | Buy |
41,300
+41,071
| +17,935% | +$6.82M | 0.32% | 72 |
|
|
2024
Q4 | $39.4K | Hold |
229
| – | – | ﹤0.01% | 447 |
|
|
2024
Q3 | $38.7K | Hold |
229
| – | – | ﹤0.01% | 458 |
|
|
2024
Q2 | $34.8K | Buy |
229
+157
| +218% | +$23.8K | ﹤0.01% | 460 |
|
|
2024
Q1 | $11.3K | Hold |
72
| – | – | ﹤0.01% | 624 |
|
|
2023
Q4 | $10.3K | Hold |
72
| – | – | ﹤0.01% | 618 |
|
|
2023
Q3 | $7.78K | Buy |
72
+16
| +29% | +$1.73K | ﹤0.01% | 642 |
|
|
2023
Q2 | $6.47K | Hold |
56
| – | – | ﹤0.01% | 659 |
|
|
2023
Q1 | $6.27K | Buy |
56
+30
| +115% | +$3.36K | ﹤0.01% | 667 |
|
|
2022
Q4 | $3.05K | Hold |
26
| – | – | ﹤0.01% | 746 |
|
|
2022
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 840 |
|
|
2022
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 787 |
|
|
2022
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 638 |
|
|
2021
Q4 | $4K | Hold |
26
| – | – | ﹤0.01% | 592 |
|
|
2021
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 605 |
|
|
2021
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 576 |
|
|
2021
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 530 |
|
|
2020
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 413 |
|
|
2020
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 423 |
|
|
2020
Q2 | $2K | Sell |
26
-928
| -97% | -$71.4K | ﹤0.01% | 400 |
|
|
2020
Q1 | $52K | Sell |
954
-14,603
| -94% | -$796K | 0.01% | 162 |
|
|
2019
Q4 | $2.32M | Buy |
15,557
+790
| +5% | +$118K | 0.74% | 34 |
|
|
2019
Q3 | $2.3M | Buy |
14,767
+203
| +1% | +$31.6K | 1.13% | 26 |
|
|
2019
Q2 | $2.33M | Buy |
14,564
+1,873
| +15% | +$299K | 1.41% | 23 |
|
|
2019
Q1 | $2.31M | Buy |
12,691
+800
| +7% | +$146K | 1.12% | 19 |
|
|
2018
Q4 | $2M | Buy |
11,891
+172
| +1% | +$28.9K | 1% | 16 |
|
|
2018
Q3 | $2.07M | Buy |
11,719
+556
| +5% | +$98.3K | 1.2% | 16 |
|
|
2018
Q2 | $1.9M | Buy |
11,163
+341
| +3% | +$58K | 1.15% | 14 |
|
|
2018
Q1 | $1.68M | Buy |
10,822
+1,240
| +13% | +$193K | 0.97% | 21 |
|
|
2017
Q4 | $1.65M | Buy |
9,582
+2,005
| +26% | +$344K | 1.06% | 21 |
|
|
2017
Q3 | $1.22M | Buy |
7,577
+169
| +2% | +$27.2K | 0.9% | 28 |
|
|
2017
Q2 | $1.2M | Buy |
7,408
+3,029
| +69% | +$490K | 0.77% | 31 |
|
|
2017
Q1 | $753K | Buy |
4,379
+240
| +6% | +$41.3K | 0.5% | 36 |
|
|
2016
Q4 | $735K | Buy |
+4,139
| New | +$735K | 0.5% | 37 |
|