Cornerstone Advisory’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 | $231K | Buy |
1,239
+13
| +1% | +$2.48K | 0.02% | 237 |
|
|
2025
Q4 | $227K | Buy |
1,226
+2
| +0.2% | +$363 | 0.02% | 230 |
|
|
2025
Q3 | $230K | Sell |
1,224
-473
| -28% | -$81.7K | 0.02% | 222 |
|
|
2025
Q2 | $273K | Buy |
1,697
+3
| +0.2% | +$474 | 0.03% | 199 |
|
|
2025
Q1 | $271K | Sell |
1,694
-3
| -0.2% | -$524 | 0.03% | 194 |
|
|
2024
Q4 | $314K | Buy |
1,697
+52
| +3% | +$9.13K | 0.04% | 181 |
|
|
2024
Q3 | $278K | Sell |
1,645
-183
| -10% | -$29K | 0.04% | 188 |
|
|
2024
Q2 | $277K | Buy |
1,828
+20
| +1% | +$2.95K | 0.04% | 178 |
|
|
2024
Q1 | $283K | Sell |
1,808
-1,046
| -37% | -$153K | 0.04% | 194 |
|
|
2023
Q4 | $407K | Buy |
2,854
+70
| +3% | +$8.46K | 0.06% | 153 |
|
|
2023
Q3 | $301K | Buy |
2,784
+68
| +3% | +$7.96K | 0.05% | 174 |
|
|
2023
Q2 | $314K | Sell |
2,716
-2
| -0.1% | -$218 | 0.06% | 172 |
|
|
2023
Q1 | $304K | Sell |
2,718
-359
| -12% | -$42.9K | 0.05% | 172 |
|
|
2022
Q4 | $361K | Hold |
3,077
| – | – | 0.07% | 147 |
|
|
2022
Q3 | $276K | Sell |
3,077
-100
| -3% | -$10.2K | 0.06% | 159 |
|
|
2022
Q2 | $302K | Sell |
3,177
-1
| -0% | -$115 | 0.07% | 151 |
|
|
2022
Q1 | $418K | Sell |
3,178
-183
| -5% | -$26.1K | 0.06% | 170 |
|
|
2021
Q4 | $537K | Sell |
3,361
-1,387
| -29% | -$212K | 0.08% | 169 |
|
|
2021
Q3 | $617K | Sell |
4,748
-620
| -12% | -$80.7K | 0.1% | 150 |
|
|
2021
Q2 | $700K | Sell |
5,368
-1,156
| -18% | -$144K | 0.12% | 135 |
|
|
2021
Q1 | $742K | Buy |
6,524
+503
| +8% | +$52.5K | 0.14% | 119 |
|
|
2020
Q4 | $513K | Buy |
+6,021
| New | +$460K | 0.1% | 146 |
|
Other funds holding SPG
VPM
VCM
