Commonwealth Equity Services’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 | $10.1M | Sell |
62,736
-1,584
| -2% | -$255K | 0.01% | 898 |
|
|
2025
Q1 | $10.7M | Buy |
64,320
+1,322
| +2% | +$220K | 0.02% | 827 |
|
|
2024
Q4 | $10.8M | Sell |
62,998
-34,897
| -36% | -$6.01M | 0.02% | 794 |
|
|
2024
Q3 | $16.5M | Sell |
97,895
-5,630
| -5% | -$952K | 0.03% | 599 |
|
|
2024
Q2 | $15.7M | Sell |
103,525
-2,719
| -3% | -$413K | 0.02% | 600 |
|
|
2024
Q1 | $16.6M | Sell |
106,244
-11,469
| -10% | -$1.79M | 0.03% | 565 |
|
|
2023
Q4 | $16.8M | Sell |
117,713
-4,783
| -4% | -$682K | 0.03% | 515 |
|
|
2023
Q3 | $13.2M | Sell |
122,496
-1,968
| -2% | -$213K | 0.03% | 568 |
|
|
2023
Q2 | $14.4M | Buy |
124,464
+1,716
| +1% | +$198K | 0.03% | 540 |
|
|
2023
Q1 | $13.7K | Sell |
122,748
-27,599
| -18% | -$3.09K | 0.03% | 540 |
|
|
2022
Q4 | $17.7M | Buy |
150,347
+25,265
| +20% | +$2.97M | 0.04% | 405 |
|
|
2022
Q3 | $11.2M | Buy |
125,082
+9,622
| +8% | +$864K | 0.03% | 538 |
|
|
2022
Q2 | $11M | Buy |
115,460
+19,332
| +20% | +$1.83M | 0.03% | 545 |
|
|
2022
Q1 | $12.6M | Buy |
96,128
+8,545
| +10% | +$1.12M | 0.03% | 526 |
|
|
2021
Q4 | $14M | Buy |
87,583
+10,384
| +13% | +$1.66M | 0.03% | 481 |
|
|
2021
Q3 | $10M | Sell |
77,199
-12,429
| -14% | -$1.62M | 0.03% | 578 |
|
|
2021
Q2 | $11.7M | Buy |
89,628
+4,284
| +5% | +$559K | 0.03% | 515 |
|
|
2021
Q1 | $9.71M | Buy |
85,344
+34,122
| +67% | +$3.88M | 0.03% | 526 |
|
|
2020
Q4 | $4.37M | Buy |
51,222
+41
| +0.1% | +$3.5K | 0.01% | 793 |
|
|
2020
Q3 | $3.31M | Buy |
51,181
+3,105
| +6% | +$201K | 0.01% | 824 |
|
|
2020
Q2 | $3.29M | Sell |
48,076
-2,051
| -4% | -$140K | 0.01% | 770 |
|
|
2020
Q1 | $2.75M | Buy |
50,127
+14,330
| +40% | +$786K | 0.01% | 752 |
|
|
2019
Q4 | $5.33M | Buy |
35,797
+2,896
| +9% | +$431K | 0.02% | 605 |
|
|
2019
Q3 | $5.12M | Buy |
32,901
+3,778
| +13% | +$588K | 0.02% | 582 |
|
|
2019
Q2 | $4.65M | Buy |
29,123
+6,415
| +28% | +$1.02M | 0.02% | 604 |
|
|
2019
Q1 | $4.14M | Buy |
22,708
+659
| +3% | +$120K | 0.02% | 627 |
|
|
2018
Q4 | $3.7M | Buy |
22,049
+2,607
| +13% | +$438K | 0.02% | 606 |
|
|
2018
Q3 | $3.44M | Buy |
19,442
+383
| +2% | +$67.7K | 0.02% | 664 |
|
|
2018
Q2 | $3.24M | Sell |
19,059
-147
| -0.8% | -$25K | 0.02% | 669 |
|
|
2018
Q1 | $2.96M | Sell |
19,206
-1,599
| -8% | -$247K | 0.02% | 671 |
|
|
2017
Q4 | $3.57M | Buy |
20,805
+1,761
| +9% | +$302K | 0.02% | 583 |
|
|
2017
Q3 | $3.07M | Sell |
19,044
-1,919
| -9% | -$309K | 0.02% | 607 |
|
|
2017
Q2 | $3.39M | Sell |
20,963
-5,714
| -21% | -$924K | 0.02% | 558 |
|
|
2017
Q1 | $4.59M | Sell |
26,677
-1,210
| -4% | -$208K | 0.03% | 447 |
|
|
2016
Q4 | $4.96M | Buy |
27,887
+7,259
| +35% | +$1.29M | 0.04% | 383 |
|
|
2016
Q3 | $4.27M | Buy |
20,628
+1,489
| +8% | +$308K | 0.03% | 413 |
|
|
2016
Q2 | $4.15M | Sell |
19,139
-184
| -1% | -$39.9K | 0.04% | 410 |
|
|
2016
Q1 | $4.01M | Buy |
19,323
+6,048
| +46% | +$1.26M | 0.04% | 411 |
|
|
2015
Q4 | $2.58M | Buy |
13,275
+361
| +3% | +$70.2K | 0.02% | 536 |
|
|
2015
Q3 | $2.37M | Buy |
12,914
+483
| +4% | +$88.8K | 0.03% | 529 |
|
|
2015
Q2 | $2.15M | Sell |
12,431
-42
| -0.3% | -$7.27K | 0.02% | 602 |
|
|
2015
Q1 | $2.44M | Buy |
12,473
+545
| +5% | +$107K | 0.03% | 539 |
|
|
2014
Q4 | $2.17M | Buy |
11,928
+586
| +5% | +$107K | 0.02% | 546 |
|
|
2014
Q3 | $1.87M | Buy |
11,342
+786
| +7% | +$129K | 0.02% | 584 |
|
|
2014
Q2 | $1.76M | Buy |
10,556
+1,437
| +16% | +$239K | 0.02% | 612 |
|
|
2014
Q1 | $1.41M | Sell |
9,119
-621
| -6% | -$95.8K | 0.02% | 642 |
|
|
2013
Q4 | $1.39M | Buy |
9,740
+1,156
| +13% | +$165K | 0.02% | 624 |
|
|
2013
Q3 | $1.2M | Sell |
8,584
-3,876
| -31% | -$540K | 0.02% | 638 |
|
|
2013
Q2 | $1.85M | Buy |
+12,460
| New | +$1.85M | 0.03% | 441 |
|