Bragg Financial 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 | $342K | Buy |
2,127
+374
| +21% | +$60.1K | 0.01% | 299 |
|
|
2025
Q1 | $291K | Buy |
1,753
+324
| +23% | +$53.8K | 0.01% | 297 |
|
|
2024
Q4 | $246K | Buy |
+1,429
| New | +$246K | 0.01% | 312 |
|
|
2020
Q1 | – | Sell |
-1,357
| Closed | -$202K | – | 273 |
|
|
2019
Q4 | $202K | Hold |
1,357
| – | – | 0.02% | 263 |
|
|
2019
Q3 | $211K | Hold |
1,357
| – | – | 0.03% | 262 |
|
|
2019
Q2 | $217K | Buy |
1,357
+28
| +2% | +$4.48K | 0.03% | 260 |
|
|
2019
Q1 | $242K | Hold |
1,329
| – | – | 0.03% | 249 |
|
|
2018
Q4 | $223K | Hold |
1,329
| – | – | 0.03% | 242 |
|
|
2018
Q3 | $235K | Hold |
1,329
| – | – | 0.03% | 245 |
|
|
2018
Q2 | $226K | Hold |
1,329
| – | – | 0.03% | 246 |
|
|
2018
Q1 | $205K | Sell |
1,329
-84
| -6% | -$13K | 0.03% | 251 |
|
|
2017
Q4 | $243K | Hold |
1,413
| – | – | 0.03% | 246 |
|
|
2017
Q3 | $228K | Hold |
1,413
| – | – | 0.03% | 241 |
|
|
2017
Q2 | $229K | Hold |
1,413
| – | – | 0.04% | 251 |
|
|
2017
Q1 | $243K | Hold |
1,413
| – | – | 0.04% | 240 |
|
|
2016
Q4 | $251K | Hold |
1,413
| – | – | 0.04% | 238 |
|
|
2016
Q3 | $293K | Hold |
1,413
| – | – | 0.05% | 227 |
|
|
2016
Q2 | $306K | Hold |
1,413
| – | – | 0.06% | 225 |
|
|
2016
Q1 | $293K | Hold |
1,413
| – | – | 0.06% | 222 |
|
|
2015
Q4 | $275K | Sell |
1,413
-30
| -2% | -$5.84K | 0.06% | 217 |
|
|
2015
Q3 | $265K | Hold |
1,443
| – | – | 0.06% | 207 |
|
|
2015
Q2 | $250K | Hold |
1,443
| – | – | 0.06% | 220 |
|
|
2015
Q1 | $282K | Buy |
1,443
+140
| +11% | +$27.4K | 0.07% | 206 |
|
|
2014
Q4 | $237K | Sell |
1,303
-140
| -10% | -$25.5K | 0.06% | 214 |
|
|
2014
Q3 | $237K | Hold |
1,443
| – | – | 0.06% | 210 |
|
|
2014
Q2 | $240K | Sell |
1,443
-180
| -11% | -$29.9K | 0.06% | 216 |
|
|
2014
Q1 | $250K | Sell |
1,623
-52
| -3% | -$8.01K | 0.06% | 213 |
|
|
2013
Q4 | $240K | Sell |
1,675
-73
| -4% | -$10.5K | 0.06% | 222 |
|
|
2013
Q3 | $244K | Sell |
1,748
-26
| -1% | -$3.63K | 0.06% | 218 |
|
|
2013
Q2 | $264K | Buy |
+1,774
| New | +$264K | 0.07% | 205 |
|