Capital Analysts LLC’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $132K | Sell |
707
-83
| -11% | -$15.8K | ﹤0.01% | 730 |
|
|
2025
Q4 | $146K | Buy |
790
+73
| +10% | +$13.3K | ﹤0.01% | 684 |
|
|
2025
Q3 | $134K | Sell |
717
-2
| -0.3% | -$345 | ﹤0.01% | 666 |
|
|
2025
Q2 | $116K | Sell |
719
-7
| -1% | -$1.11K | ﹤0.01% | 632 |
|
|
2025
Q1 | $121K | Buy |
726
+14
| +2% | +$2.45K | ﹤0.01% | 604 |
|
|
2024
Q4 | $123K | Sell |
712
-34
| -5% | -$5.97K | ﹤0.01% | 572 |
|
|
2024
Q3 | $126K | Buy |
746
+168
| +29% | +$26.6K | 0.01% | 546 |
|
|
2024
Q2 | $87K | Sell |
578
-71
| -11% | -$10.5K | ﹤0.01% | 601 |
|
|
2024
Q1 | $101K | Buy |
649
+103
| +19% | +$15.1K | ﹤0.01% | 549 |
|
|
2023
Q4 | $78K | Sell |
546
-44
| -7% | -$5.32K | ﹤0.01% | 574 |
|
|
2023
Q3 | $64K | Buy |
590
+7
| +1% | +$820 | ﹤0.01% | 560 |
|
|
2023
Q2 | $67K | Buy |
583
+6
| +1% | +$654 | ﹤0.01% | 531 |
|
|
2023
Q1 | $65K | Sell |
577
-92
| -14% | -$11K | ﹤0.01% | 541 |
|
|
2022
Q4 | $79K | Sell |
669
-76
| -10% | -$8.45K | ﹤0.01% | 541 |
|
|
2022
Q3 | $67K | Buy |
745
+28
| +4% | +$2.86K | ﹤0.01% | 513 |
|
|
2022
Q2 | $68K | Buy |
717
+66
| +10% | +$7.56K | ﹤0.01% | 500 |
|
|
2022
Q1 | $86K | Sell |
651
-54
| -8% | -$7.69K | 0.01% | 459 |
|
|
2021
Q4 | $113K | Buy |
705
+140
| +25% | +$21.4K | 0.01% | 425 |
|
|
2021
Q3 | $73K | Buy |
565
+46
| +9% | +$5.99K | ﹤0.01% | 518 |
|
|
2021
Q2 | $68K | Sell |
519
-11
| -2% | -$1.37K | ﹤0.01% | 519 |
|
|
2021
Q1 | $60K | Sell |
530
-7
| -1% | -$730 | ﹤0.01% | 557 |
|
|
2020
Q4 | $46K | Buy |
+537
| New | +$41K | ﹤0.01% | 429 |
|
|
2020
Q1 | – | Sell |
-1,405
| Closed | -$209K | – | 734 |
|
|
2019
Q4 | $209K | Sell |
1,405
-11
| -0.8% | -$1.65K | 0.02% | 233 |
|
|
2019
Q3 | $220K | Sell |
1,416
-6
| -0.4% | -$933 | 0.02% | 216 |
|
|
2019
Q2 | $227K | Sell |
1,422
-56
| -4% | -$9.64K | 0.02% | 214 |
|
|
2019
Q1 | $269K | Sell |
1,478
-57
| -4% | -$10.1K | 0.03% | 195 |
|
|
2018
Q4 | $258K | Buy |
1,535
+53
| +4% | +$9.47K | 0.03% | 187 |
|
|
2018
Q3 | $262K | Buy |
1,482
+5
| +0.3% | +$884 | 0.03% | 181 |
|
|
2018
Q2 | $251K | Buy |
1,477
+6
| +0.4% | +$955 | 0.03% | 184 |
|
|
2018
Q1 | $227K | Sell |
1,471
-109
| -7% | -$17.3K | 0.03% | 180 |
|
|
2017
Q4 | $271K | Sell |
1,580
-18
| -1% | -$2.92K | 0.03% | 178 |
|
|
2017
Q3 | $257K | Sell |
1,598
-61
| -4% | -$9.74K | 0.03% | 180 |
|
|
2017
Q2 | $269K | Sell |
1,659
-5,171
| -76% | -$842K | 0.04% | 175 |
|
|
2017
Q1 | $1.17M | Buy |
6,830
+702
| +11% | +$125K | 0.19% | 86 |
|
|
2016
Q4 | $1.09M | Buy |
6,128
+204
| +3% | +$37.9K | 0.19% | 89 |
|
|
2016
Q3 | $1.23M | Buy |
5,924
+485
| +9% | +$105K | 0.23% | 82 |
|
|
2016
Q2 | $1.18M | Buy |
5,439
+96
| +2% | +$19.6K | 0.24% | 82 |
|
|
2016
Q1 | $1.11M | Sell |
5,343
-428
| -7% | -$82.2K | 0.22% | 89 |
|
|
2015
Q4 | $1.12M | Sell |
5,771
-101
| -2% | -$19.6K | 0.23% | 89 |
|
|
2015
Q3 | $1.08M | Sell |
5,872
-366
| -6% | -$67.1K | 0.21% | 107 |
|
|
2015
Q2 | $1.08M | Buy |
6,238
+5,321
| +580% | +$978K | 0.22% | 97 |
|
|
2015
Q1 | $179K | Buy |
917
+196
| +27% | +$38K | 0.04% | 172 |
|
|
2014
Q4 | $131K | Buy |
721
+97
| +16% | +$17.2K | 0.03% | 178 |
|
|
2014
Q3 | $103K | Buy |
624
+73
| +13% | +$12.3K | 0.02% | 187 |
|
|
2014
Q2 | $91.8K | Sell |
551
-14,241
| -96% | -$2.33M | 0.02% | 188 |
|
|
2014
Q1 | $2.28M | Buy |
14,792
+1,817
| +14% | +$271K | 0.6% | 34 |
|
|
2013
Q4 | $1.86M | Buy |
12,975
+554
| +4% | +$79.8K | 0.51% | 55 |
|
|
2013
Q3 | $1.73M | Buy |
12,421
+228
| +2% | +$33.1K | 0.52% | 52 |
|
|
2013
Q2 | $1.81M | Buy |
+12,193
| New | +$1.96M | 0.57% | 39 |
|
Other funds holding SPG
VPM
VCM
