Creative Planning’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 | $15.7M | Buy |
97,650
+10,058
| +11% | +$1.62M | 0.01% | 391 |
|
|
2025
Q1 | $14.5M | Buy |
87,592
+2,019
| +2% | +$335K | 0.01% | 389 |
|
|
2024
Q4 | $14.7M | Buy |
85,573
+5,895
| +7% | +$1.02M | 0.01% | 354 |
|
|
2024
Q3 | $13.5M | Buy |
79,678
+3,696
| +5% | +$625K | 0.01% | 359 |
|
|
2024
Q2 | $11.5M | Buy |
75,982
+1,854
| +3% | +$281K | 0.01% | 378 |
|
|
2024
Q1 | $11.6M | Buy |
74,128
+2,659
| +4% | +$416K | 0.01% | 372 |
|
|
2023
Q4 | $10.2M | Sell |
71,469
-348
| -0.5% | -$49.6K | 0.02% | 373 |
|
|
2023
Q3 | $7.76M | Buy |
71,817
+282
| +0.4% | +$30.5K | 0.01% | 417 |
|
|
2023
Q2 | $8.26M | Buy |
71,535
+1,945
| +3% | +$225K | 0.01% | 391 |
|
|
2023
Q1 | $7.79M | Sell |
69,590
-370
| -0.5% | -$41.4K | 0.01% | 392 |
|
|
2022
Q4 | $8.22M | Sell |
69,960
-178
| -0.3% | -$20.9K | 0.01% | 377 |
|
|
2022
Q3 | $6.3M | Sell |
70,138
-88,868
| -56% | -$7.98M | 0.01% | 393 |
|
|
2022
Q2 | $15.1M | Buy |
159,006
+6,007
| +4% | +$570K | 0.02% | 237 |
|
|
2022
Q1 | $20.1M | Buy |
152,999
+83,244
| +119% | +$11M | 0.03% | 201 |
|
|
2021
Q4 | $11.1M | Sell |
69,755
-772
| -1% | -$123K | 0.02% | 266 |
|
|
2021
Q3 | $9.17M | Buy |
70,527
+2,818
| +4% | +$366K | 0.02% | 281 |
|
|
2021
Q2 | $8.84M | Sell |
67,709
-41,094
| -38% | -$5.36M | 0.02% | 287 |
|
|
2021
Q1 | $12.4M | Sell |
108,803
-11,763
| -10% | -$1.34M | 0.02% | 232 |
|
|
2020
Q4 | $10.3M | Buy |
120,566
+31,525
| +35% | +$2.69M | 0.02% | 245 |
|
|
2020
Q3 | $5.76M | Buy |
89,041
+12,722
| +17% | +$823K | 0.02% | 287 |
|
|
2020
Q2 | $5.22M | Buy |
76,319
+29,961
| +65% | +$2.05M | 0.02% | 278 |
|
|
2020
Q1 | $2.54M | Sell |
46,358
-173
| -0.4% | -$9.49K | 0.01% | 365 |
|
|
2019
Q4 | $6.93M | Buy |
46,531
+46
| +0.1% | +$6.85K | 0.02% | 247 |
|
|
2019
Q3 | $7.24M | Sell |
46,485
-98
| -0.2% | -$15.3K | 0.02% | 234 |
|
|
2019
Q2 | $7.44M | Buy |
46,583
+79
| +0.2% | +$12.6K | 0.03% | 225 |
|
|
2019
Q1 | $8.47M | Buy |
46,504
+450
| +1% | +$82K | 0.03% | 191 |
|
|
2018
Q4 | $7.74M | Buy |
46,054
+1,330
| +3% | +$223K | 0.03% | 180 |
|
|
2018
Q3 | $7.91M | Sell |
44,724
-248
| -0.6% | -$43.8K | 0.03% | 195 |
|
|
2018
Q2 | $7.65M | Sell |
44,972
-3,874
| -8% | -$659K | 0.03% | 186 |
|
|
2018
Q1 | $7.54M | Buy |
48,846
+43,462
| +807% | +$6.71M | 0.03% | 181 |
|
|
2017
Q4 | $925K | Sell |
5,384
-280
| -5% | -$48.1K | ﹤0.01% | 774 |
|
|
2017
Q3 | $912K | Sell |
5,664
-135
| -2% | -$21.7K | ﹤0.01% | 759 |
|
|
2017
Q2 | $938K | Sell |
5,799
-502
| -8% | -$81.2K | ﹤0.01% | 717 |
|
|
2017
Q1 | $1.08M | Sell |
6,301
-39
| -0.6% | -$6.71K | 0.01% | 632 |
|
|
2016
Q4 | $1.13M | Sell |
6,340
-313
| -5% | -$55.6K | 0.01% | 582 |
|
|
2016
Q3 | $1.38M | Sell |
6,653
-3,806
| -36% | -$788K | 0.01% | 481 |
|
|
2016
Q2 | $2.27M | Buy |
10,459
+5,490
| +110% | +$1.19M | 0.02% | 309 |
|
|
2016
Q1 | $1.03M | Sell |
4,969
-1,248
| -20% | -$259K | 0.01% | 495 |
|
|
2015
Q4 | $1.21M | Sell |
6,217
-1,050
| -14% | -$204K | 0.01% | 449 |
|
|
2015
Q3 | $1.34M | Buy |
+7,267
| New | +$1.34M | 0.01% | 398 |
|
|
2015
Q2 | – | Sell |
-6,019
| Closed | -$1.18M | – | 2618 |
|
|
2015
Q1 | $1.18M | Buy |
6,019
+625
| +12% | +$122K | 0.01% | 409 |
|
|
2014
Q4 | $982K | Sell |
5,394
-576
| -10% | -$105K | 0.01% | 451 |
|
|
2014
Q3 | $982K | Buy |
5,970
+1,935
| +48% | +$318K | 0.01% | 409 |
|
|
2014
Q2 | $671K | Sell |
4,035
-294
| -7% | -$48.9K | 0.01% | 528 |
|
|
2014
Q1 | $668K | Sell |
4,329
-228
| -5% | -$35.2K | 0.01% | 513 |
|
|
2013
Q4 | $652K | Sell |
4,557
-44
| -1% | -$6.3K | 0.01% | 443 |
|
|
2013
Q3 | $642K | Buy |
4,601
+282
| +7% | +$39.3K | 0.01% | 367 |
|
|
2013
Q2 | $642K | Buy |
+4,319
| New | +$642K | 0.01% | 342 |
|