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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $134K | Sell |
|
|||||
|
2025
Q2 | $116K | Sell |
|
|||||
|
2025
Q1 | $121K | Buy |
|
|||||
|
2024
Q4 | $123K | Sell |
|
|||||
|
2024
Q3 | $126K | Buy |
|
|||||
|
2024
Q2 | $87K | Sell |
|
|||||
|
2024
Q1 | $101K | Buy |
|
|||||
|
2023
Q4 | $78K | Sell |
|
|||||
|
2023
Q3 | $64K | Buy |
|
|||||
|
2023
Q2 | $67K | Buy |
|
|||||
|
2023
Q1 | $65K | Sell |
|
|||||
|
2022
Q4 | $79K | Sell |
|
|||||
|
2022
Q3 | $67K | Buy |
|
|||||
|
2022
Q2 | $68K | Buy |
|
|||||
|
2022
Q1 | $86K | Sell |
|
|||||
|
2021
Q4 | $113K | Buy |
|
|||||
|
2021
Q3 | $73K | Buy |
|
|||||
|
2021
Q2 | $68K | Sell |
|
|||||
|
2021
Q1 | $60K | Sell |
|
|||||
|
2020
Q4 | $46K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $209K | Sell |
|
|||||
|
2019
Q3 | $220K | Sell |
|
|||||
|
2019
Q2 | $227K | Sell |
|
|||||
|
2019
Q1 | $269K | Sell |
|
|||||
|
2018
Q4 | $258K | Buy |
|
|||||
|
2018
Q3 | $262K | Buy |
|
|||||
|
2018
Q2 | $251K | Buy |
|
|||||
|
2018
Q1 | $227K | Sell |
|
|||||
|
2017
Q4 | $271K | Sell |
|
|||||
|
2017
Q3 | $257K | Sell |
|
|||||
|
2017
Q2 | $269K | Sell |
|
|||||
|
2017
Q1 | $1.17M | Buy |
|
|||||
|
2016
Q4 | $1.09M | Buy |
|
|||||
|
2016
Q3 | $1.23M | Buy |
|
|||||
|
2016
Q2 | $1.18M | Buy |
|
|||||
|
2016
Q1 | $1.11M | Sell |
|
|||||
|
2015
Q4 | $1.12M | Sell |
|
|||||
|
2015
Q3 | $1.08M | Sell |
|
|||||
|
2015
Q2 | $1.08M | Buy |
|
|||||
|
2015
Q1 | $179K | Buy |
|
|||||
|
2014
Q4 | $131K | Buy |
|
|||||
|
2014
Q3 | $103K | Buy |
|
|||||
|
2014
Q2 | $91.8K | Sell |
|
|||||
|
2014
Q1 | $2.28M | Buy |
|
|||||
|
2013
Q4 | $1.86M | Buy |
|
|||||
|
2013
Q3 | $1.73M | Buy |
|
|||||
|
2013
Q2 | $1.81M | Buy |
|