Center for Financial Planning’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 | $12.2K | Hold |
76
| – | – | ﹤0.01% | 447 |
|
|
2025
Q1 | $12.6K | Hold |
76
| – | – | ﹤0.01% | 448 |
|
|
2024
Q4 | $13.1K | Hold |
76
| – | – | ﹤0.01% | 389 |
|
|
2024
Q3 | $12.8K | Sell |
76
-11
| -13% | -$1.86K | ﹤0.01% | 377 |
|
|
2024
Q2 | $13.2K | Hold |
87
| – | – | ﹤0.01% | 364 |
|
|
2024
Q1 | $13.6K | Buy |
87
+11
| +14% | +$1.72K | ﹤0.01% | 369 |
|
|
2023
Q4 | $10.8K | Hold |
76
| – | – | ﹤0.01% | 361 |
|
|
2023
Q3 | $8.21K | Hold |
76
| – | – | ﹤0.01% | 377 |
|
|
2023
Q2 | $8.78K | Hold |
76
| – | – | ﹤0.01% | 395 |
|
|
2023
Q1 | $8.51K | Hold |
76
| – | – | ﹤0.01% | 373 |
|
|
2022
Q4 | $8.93K | Hold |
76
| – | – | ﹤0.01% | 367 |
|
|
2022
Q3 | $7K | Hold |
76
| – | – | ﹤0.01% | 395 |
|
|
2022
Q2 | $7K | Hold |
76
| – | – | ﹤0.01% | 401 |
|
|
2022
Q1 | $10K | Hold |
76
| – | – | ﹤0.01% | 372 |
|
|
2021
Q4 | $12K | Hold |
76
| – | – | ﹤0.01% | 359 |
|
|
2021
Q3 | $10K | Hold |
76
| – | – | ﹤0.01% | 367 |
|
|
2021
Q2 | $10K | Hold |
76
| – | – | ﹤0.01% | 367 |
|
|
2021
Q1 | $9K | Hold |
76
| – | – | ﹤0.01% | 399 |
|
|
2020
Q4 | $6K | Hold |
76
| – | – | ﹤0.01% | 389 |
|
|
2020
Q3 | $5K | Hold |
76
| – | – | ﹤0.01% | 364 |
|
|
2020
Q2 | $5K | Hold |
76
| – | – | ﹤0.01% | 366 |
|
|
2020
Q1 | $4K | Sell |
76
-41
| -35% | -$2.16K | ﹤0.01% | 441 |
|
|
2019
Q4 | $17K | Buy |
+117
| New | +$17K | ﹤0.01% | 274 |
|