Clearstead Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $116K | Sell |
624
-535
| -46% | -$102K | ﹤0.01% | 1109 |
|
|
2025
Q4 | $215K | Buy |
1,159
+334
| +40% | +$60.7K | ﹤0.01% | 922 |
|
|
2025
Q3 | $155K | Buy |
825
+88
| +12% | +$15.2K | ﹤0.01% | 937 |
|
|
2025
Q2 | $118K | Buy |
737
+605
| +458% | +$95.6K | ﹤0.01% | 1015 |
|
|
2025
Q1 | $21.9K | Sell |
132
-532
| -80% | -$93K | ﹤0.01% | 1403 |
|
|
2024
Q4 | $114K | Sell |
664
-629
| -49% | -$110K | ﹤0.01% | 990 |
|
|
2024
Q3 | $219K | Buy |
1,293
+105
| +9% | +$16.6K | ﹤0.01% | 829 |
|
|
2024
Q2 | $180K | Buy |
1,188
+180
| +18% | +$26.5K | ﹤0.01% | 845 |
|
|
2024
Q1 | $148K | Sell |
1,008
-85
| -8% | -$12.5K | 0.01% | 522 |
|
|
2023
Q4 | $156K | Sell |
1,093
-1,053
| -49% | -$127K | 0.01% | 495 |
|
|
2023
Q3 | $232K | Buy |
2,146
+1,407
| +190% | +$165K | 0.01% | 541 |
|
|
2023
Q2 | $85.3K | Sell |
739
-105
| -12% | -$11.4K | 0.01% | 614 |
|
|
2023
Q1 | $94.5K | Buy |
844
+169
| +25% | +$20.2K | 0.01% | 522 |
|
|
2022
Q4 | $79.3K | Sell |
675
-131
| -16% | -$14.6K | 0.01% | 545 |
|
|
2022
Q3 | $72K | Buy |
806
+224
| +38% | +$22.9K | 0.01% | 538 |
|
|
2022
Q2 | $55K | Buy |
582
+44
| +8% | +$5.04K | ﹤0.01% | 603 |
|
|
2022
Q1 | $71K | Buy |
538
+237
| +79% | +$33.8K | ﹤0.01% | 615 |
|
|
2021
Q4 | $48K | Buy |
+301
| New | +$45.9K | ﹤0.01% | 665 |
|
|
2021
Q3 | – | Sell |
-37
| Closed | -$5K | – | 1381 |
|
|
2021
Q2 | $5K | Buy |
+37
| New | +$4.6K | ﹤0.01% | 893 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$7K | – | 927 |
|
|
2020
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 639 |
|
|
2020
Q1 | $5K | Buy |
+100
| New | +$12K | ﹤0.01% | 652 |
|
Other funds holding SPG
VPM
VCM
