Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.1M | Buy |
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|
2025
Q2 | $15.7M | Buy |
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|
2025
Q1 | $14.5M | Buy |
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|
2024
Q4 | $14.7M | Buy |
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|
2024
Q3 | $13.5M | Buy |
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|
2024
Q2 | $11.5M | Buy |
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|
2024
Q1 | $11.6M | Buy |
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $7.76M | Buy |
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|
2023
Q2 | $8.26M | Buy |
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|
2023
Q1 | $7.79M | Sell |
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|
2022
Q4 | $8.22M | Sell |
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|
2022
Q3 | $6.29M | Sell |
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|
2022
Q2 | $15.1M | Buy |
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|
2022
Q1 | $20.1M | Buy |
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|
2021
Q4 | $11.1M | Sell |
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|
2021
Q3 | $9.17M | Buy |
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|
2021
Q2 | $8.84M | Sell |
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|
2021
Q1 | $12.4M | Sell |
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|
2020
Q4 | $10.3M | Buy |
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|
2020
Q3 | $5.76M | Buy |
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|
2020
Q2 | $5.22M | Buy |
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|
2020
Q1 | $2.54M | Sell |
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|
2019
Q4 | $6.93M | Buy |
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|
2019
Q3 | $7.24M | Sell |
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|
2019
Q2 | $7.44M | Buy |
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|
2019
Q1 | $8.47M | Buy |
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|
2018
Q4 | $7.74M | Buy |
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|
2018
Q3 | $7.91M | Sell |
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|
2018
Q2 | $7.65M | Sell |
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|
2018
Q1 | $7.54M | Buy |
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|
2017
Q4 | $925K | Sell |
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|
2017
Q3 | $912K | Sell |
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|
2017
Q2 | $938K | Sell |
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|
2017
Q1 | $1.08M | Sell |
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|
2016
Q4 | $1.13M | Sell |
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|
2016
Q3 | $1.38M | Sell |
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|
2016
Q2 | $2.27M | Buy |
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|
2016
Q1 | $1.03M | Sell |
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|
2015
Q4 | $1.21M | Sell |
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|
2015
Q3 | $1.33M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.18M | Buy |
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|
2014
Q4 | $982K | Sell |
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|
2014
Q3 | $982K | Buy |
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|
2014
Q2 | $671K | Sell |
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|
2014
Q1 | $668K | Sell |
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|
2013
Q4 | $652K | Sell |
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|
2013
Q3 | $642K | Buy |
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|
2013
Q2 | $642K | Buy |
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