Concourse Financial Group Securities’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
Q1 | – | Sell |
-453
| Closed | -$78.3K | – | 7202 |
|
|
2024
Q4 | $78.3K | Sell |
453
-222
| -33% | -$38.4K | ﹤0.01% | 1022 |
|
|
2024
Q3 | $114K | Sell |
675
-28
| -4% | -$4.73K | 0.01% | 905 |
|
|
2024
Q2 | $107K | Buy |
703
+8
| +1% | +$1.21K | 0.01% | 916 |
|
|
2024
Q1 | $110K | Buy |
695
+8
| +1% | +$1.27K | 0.01% | 878 |
|
|
2023
Q4 | $98K | Sell |
687
-1,741
| -72% | -$248K | 0.01% | 904 |
|
|
2023
Q3 | $262K | Buy |
2,428
+49
| +2% | +$5.29K | 0.02% | 545 |
|
|
2023
Q2 | $275K | Buy |
2,379
+51
| +2% | +$5.89K | 0.02% | 558 |
|
|
2023
Q1 | $261K | Buy |
2,328
+69
| +3% | +$7.73K | 0.02% | 575 |
|
|
2022
Q4 | $265K | Buy |
2,259
+212
| +10% | +$24.9K | 0.02% | 546 |
|
|
2022
Q3 | $184K | Sell |
2,047
-475
| -19% | -$42.7K | 0.02% | 556 |
|
|
2022
Q2 | $239K | Sell |
2,522
-281
| -10% | -$26.6K | 0.02% | 559 |
|
|
2022
Q1 | $369K | Buy |
2,803
+2,251
| +408% | +$296K | 0.03% | 493 |
|
|
2021
Q4 | $88K | Buy |
552
+4
| +0.7% | +$638 | 0.01% | 1063 |
|
|
2021
Q3 | $71K | Buy |
548
+2
| +0.4% | +$259 | ﹤0.01% | 1157 |
|
|
2021
Q2 | $71K | Buy |
546
+81
| +17% | +$10.5K | ﹤0.01% | 1137 |
|
|
2021
Q1 | $53K | Sell |
465
-3
| -0.6% | -$342 | ﹤0.01% | 1203 |
|
|
2020
Q4 | $40K | Sell |
468
-139
| -23% | -$11.9K | ﹤0.01% | 1214 |
|
|
2020
Q3 | $39K | Sell |
607
-96
| -14% | -$6.17K | ﹤0.01% | 1159 |
|
|
2020
Q2 | $48K | Buy |
703
+305
| +77% | +$20.8K | ﹤0.01% | 1007 |
|
|
2020
Q1 | $22K | Buy |
398
+231
| +138% | +$12.8K | ﹤0.01% | 1204 |
|
|
2019
Q4 | $25K | Sell |
167
-29
| -15% | -$4.34K | ﹤0.01% | 1189 |
|
|
2019
Q3 | $31K | Buy |
196
+5
| +3% | +$791 | 0.01% | 788 |
|
|
2019
Q2 | $31K | Sell |
191
-13
| -6% | -$2.11K | ﹤0.01% | 1053 |
|
|
2019
Q1 | $37K | Buy |
204
+105
| +106% | +$19K | ﹤0.01% | 992 |
|
|
2018
Q4 | $16K | Sell |
99
-56
| -36% | -$9.05K | ﹤0.01% | 1255 |
|
|
2018
Q3 | $27K | Buy |
+155
| New | +$27K | 0.01% | 771 |
|