Checchi Capital Advisers’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 | $937K | Sell |
5,826
-515
| -8% | -$82.8K | 0.05% | 219 |
|
|
2025
Q1 | $1.05M | Buy |
6,341
+777
| +14% | +$129K | 0.06% | 201 |
|
|
2024
Q4 | $958K | Sell |
5,564
-11
| -0.2% | -$1.89K | 0.06% | 203 |
|
|
2024
Q3 | $942K | Sell |
5,575
-56
| -1% | -$9.47K | 0.05% | 205 |
|
|
2024
Q2 | $855K | Sell |
5,631
-104
| -2% | -$15.8K | 0.04% | 212 |
|
|
2024
Q1 | $897K | Buy |
5,735
+270
| +5% | +$42.3K | 0.07% | 210 |
|
|
2023
Q4 | $780K | Sell |
5,465
-35
| -0.6% | -$4.99K | 0.06% | 218 |
|
|
2023
Q3 | $594K | Sell |
5,500
-257
| -4% | -$27.8K | 0.06% | 246 |
|
|
2023
Q2 | $665K | Buy |
5,757
+516
| +10% | +$59.6K | 0.06% | 233 |
|
|
2023
Q1 | $587K | Buy |
5,241
+414
| +9% | +$46.4K | 0.06% | 253 |
|
|
2022
Q4 | $567K | Buy |
4,827
+123
| +3% | +$14.5K | 0.06% | 244 |
|
|
2022
Q3 | $422K | Sell |
4,704
-58
| -1% | -$5.2K | 0.04% | 300 |
|
|
2022
Q2 | $517K | Buy |
4,762
+2,062
| +76% | +$224K | 0.04% | 273 |
|
|
2022
Q1 | $355K | Buy |
2,700
+305
| +13% | +$40.1K | 0.03% | 349 |
|
|
2021
Q4 | $383K | Buy |
2,395
+63
| +3% | +$10.1K | 0.03% | 328 |
|
|
2021
Q3 | $303K | Buy |
2,332
+109
| +5% | +$14.2K | 0.03% | 360 |
|
|
2021
Q2 | $290K | Sell |
2,223
-233
| -9% | -$30.4K | 0.03% | 373 |
|
|
2021
Q1 | $279K | Buy |
2,456
+92
| +4% | +$10.5K | 0.03% | 385 |
|
|
2020
Q4 | $202K | Buy |
+2,364
| New | +$202K | 0.02% | 453 |
|
|
2020
Q1 | – | Sell |
-2,068
| Closed | -$308K | – | 446 |
|
|
2019
Q4 | $308K | Sell |
2,068
-247
| -11% | -$36.8K | 0.04% | 291 |
|
|
2019
Q3 | $360K | Buy |
2,315
+34
| +1% | +$5.29K | 0.05% | 251 |
|
|
2019
Q2 | $364K | Buy |
2,281
+251
| +12% | +$40.1K | 0.05% | 253 |
|
|
2019
Q1 | $370K | Sell |
2,030
-14
| -0.7% | -$2.55K | 0.04% | 239 |
|
|
2018
Q4 | $343K | Sell |
2,044
-491
| -19% | -$82.4K | 0.04% | 230 |
|
|
2018
Q3 | $448K | Buy |
2,535
+230
| +10% | +$40.6K | 0.05% | 222 |
|
|
2018
Q2 | $392K | Buy |
2,305
+150
| +7% | +$25.5K | 0.05% | 237 |
|
|
2018
Q1 | $333K | Buy |
2,155
+16
| +0.7% | +$2.47K | 0.04% | 263 |
|
|
2017
Q4 | $367K | Buy |
2,139
+276
| +15% | +$47.4K | 0.05% | 250 |
|
|
2017
Q3 | $300K | Sell |
1,863
-250
| -12% | -$40.3K | 0.03% | 269 |
|
|
2017
Q2 | $342K | Sell |
2,113
-531
| -20% | -$85.9K | 0.04% | 239 |
|
|
2017
Q1 | $455K | Buy |
2,644
+383
| +17% | +$65.9K | 0.05% | 183 |
|
|
2016
Q4 | $402K | Sell |
2,261
-235
| -9% | -$41.8K | 0.05% | 199 |
|
|
2016
Q3 | $517K | Sell |
2,496
-216
| -8% | -$44.7K | 0.06% | 148 |
|
|
2016
Q2 | $588K | Buy |
2,712
+244
| +10% | +$52.9K | 0.07% | 126 |
|
|
2016
Q1 | $513K | Sell |
2,468
-343
| -12% | -$71.3K | 0.11% | 140 |
|
|
2015
Q4 | $547K | Buy |
2,811
+507
| +22% | +$98.7K | 0.14% | 130 |
|
|
2015
Q3 | $423K | Buy |
2,304
+175
| +8% | +$32.1K | 0.11% | 148 |
|
|
2015
Q2 | $368K | Sell |
2,129
-125
| -6% | -$21.6K | 0.1% | 187 |
|
|
2015
Q1 | $441K | Buy |
2,254
+351
| +18% | +$68.7K | 0.13% | 147 |
|
|
2014
Q4 | $347K | Buy |
1,903
+202
| +12% | +$36.8K | 0.13% | 172 |
|
|
2014
Q3 | $280K | Buy |
+1,701
| New | +$280K | 0.12% | 189 |
|