CAPTRUST 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 | $4M | Buy |
24,864
+2,655
| +12% | +$427K | 0.01% | 680 |
|
|
2025
Q1 | $3.69M | Sell |
22,209
-74
| -0.3% | -$12.3K | 0.01% | 673 |
|
|
2024
Q4 | $3.84M | Sell |
22,283
-460
| -2% | -$79.2K | 0.01% | 614 |
|
|
2024
Q3 | $3.84M | Sell |
22,743
-490
| -2% | -$82.8K | 0.01% | 603 |
|
|
2024
Q2 | $3.53M | Sell |
23,233
-213
| -0.9% | -$32.3K | 0.01% | 605 |
|
|
2024
Q1 | $3.67M | Sell |
23,446
-9,933
| -30% | -$1.55M | 0.01% | 581 |
|
|
2023
Q4 | $4.76M | Sell |
33,379
-77
| -0.2% | -$11K | 0.02% | 574 |
|
|
2023
Q3 | $3.61M | Sell |
33,456
-1,253
| -4% | -$135K | 0.01% | 631 |
|
|
2023
Q2 | $4.01M | Sell |
34,709
-960
| -3% | -$111K | 0.02% | 578 |
|
|
2023
Q1 | $3.99M | Buy |
35,669
+784
| +2% | +$87.8K | 0.02% | 524 |
|
|
2022
Q4 | $4.1M | Buy |
34,885
+5,214
| +18% | +$613K | 0.02% | 486 |
|
|
2022
Q3 | $2.66M | Buy |
+29,671
| New | +$2.66M | 0.02% | 583 |
|