Cetera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.12M | Buy |
19,936
+13,515
| +210% | +$2.12M | 0.02% | 627 |
|
|
2023
Q4 | $916K | Sell |
6,421
-4,301
| -40% | -$613K | 0.01% | 814 |
|
|
2023
Q3 | $1.16M | Buy |
10,722
+3,028
| +39% | +$327K | 0.02% | 667 |
|
|
2023
Q2 | $889K | Buy |
7,694
+2,112
| +38% | +$244K | 0.01% | 762 |
|
|
2023
Q1 | $625K | Sell |
5,582
-95
| -2% | -$10.6K | 0.01% | 907 |
|
|
2022
Q4 | $667K | Buy |
5,677
+1,644
| +41% | +$193K | 0.01% | 832 |
|
|
2022
Q3 | $362K | Buy |
4,033
+428
| +12% | +$38.4K | 0.01% | 911 |
|
|
2022
Q2 | $342K | Sell |
3,605
-7,916
| -69% | -$751K | 0.01% | 994 |
|
|
2022
Q1 | $1.52M | Buy |
11,521
+2,398
| +26% | +$316K | 0.03% | 476 |
|
|
2021
Q4 | $1.46M | Sell |
9,123
-4,765
| -34% | -$762K | 0.03% | 479 |
|
|
2021
Q3 | $1.81M | Buy |
13,888
+2,355
| +20% | +$306K | 0.04% | 436 |
|
|
2021
Q2 | $1.51M | Buy |
11,533
+5,757
| +100% | +$751K | 0.04% | 428 |
|
|
2021
Q1 | $657K | Buy |
5,776
+514
| +10% | +$58.5K | 0.02% | 627 |
|
|
2020
Q4 | $449K | Sell |
5,262
-1,216
| -19% | -$104K | 0.01% | 676 |
|
|
2020
Q3 | $419K | Buy |
6,478
+165
| +3% | +$10.7K | 0.02% | 622 |
|
|
2020
Q2 | $432K | Sell |
6,313
-100
| -2% | -$6.84K | 0.02% | 582 |
|
|
2020
Q1 | $352K | Sell |
6,413
-320
| -5% | -$17.6K | 0.02% | 556 |
|
|
2019
Q4 | $1M | Buy |
6,733
+2,166
| +47% | +$323K | 0.04% | 367 |
|
|
2019
Q3 | $708K | Sell |
4,567
-2,462
| -35% | -$382K | 0.03% | 447 |
|
|
2019
Q2 | $1.12M | Sell |
7,029
-694
| -9% | -$110K | 0.05% | 345 |
|
|
2019
Q1 | $1.41M | Buy |
7,723
+158
| +2% | +$28.9K | 0.07% | 271 |
|
|
2018
Q4 | $1.28M | Buy |
7,565
+2,077
| +38% | +$352K | 0.07% | 266 |
|
|
2018
Q3 | $980K | Buy |
5,488
+1,035
| +23% | +$185K | 0.05% | 363 |
|
|
2018
Q2 | $768K | Buy |
4,453
+1,690
| +61% | +$291K | 0.04% | 384 |
|
|
2018
Q1 | $423K | Buy |
2,763
+575
| +26% | +$88K | 0.03% | 516 |
|
|
2017
Q4 | $376K | Sell |
2,188
-52
| -2% | -$8.94K | 0.02% | 522 |
|
|
2017
Q3 | $359K | Buy |
2,240
+47
| +2% | +$7.53K | 0.02% | 559 |
|
|
2017
Q2 | $353K | Sell |
2,193
-75
| -3% | -$12.1K | 0.02% | 556 |
|
|
2017
Q1 | $390K | Sell |
2,268
-136
| -6% | -$23.4K | 0.03% | 506 |
|
|
2016
Q4 | $427K | Sell |
2,404
-671
| -22% | -$119K | 0.03% | 450 |
|
|
2016
Q3 | $633K | Buy |
3,075
+9
| +0.3% | +$1.85K | 0.05% | 349 |
|
|
2016
Q2 | $672K | Buy |
3,066
+1,723
| +128% | +$378K | 0.05% | 343 |
|
|
2016
Q1 | $277K | Sell |
1,343
-160
| -11% | -$33K | 0.02% | 544 |
|
|
2015
Q4 | $292K | Buy |
+1,503
| New | +$292K | 0.02% | 546 |
|
|
2015
Q2 | – | Sell |
-1,273
| Closed | -$249K | – | 744 |
|
|
2015
Q1 | $249K | Sell |
1,273
-477
| -27% | -$93.3K | 0.02% | 559 |
|
|
2014
Q4 | $319K | Buy |
1,750
+20
| +1% | +$3.65K | 0.03% | 469 |
|
|
2014
Q3 | $283K | Buy |
1,730
+1
| +0.1% | +$164 | 0.02% | 458 |
|
|
2014
Q2 | $288K | Buy |
+1,729
| New | +$288K | 0.03% | 447 |
|