CreativeOne Wealth’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 | $3.73M | Buy |
23,220
+3,442
| +17% | +$553K | 0.1% | 191 |
|
|
2025
Q1 | $3.28M | Buy |
19,778
+9,721
| +97% | +$1.61M | 0.1% | 200 |
|
|
2024
Q4 | $1.73M | Buy |
10,057
+2,502
| +33% | +$431K | 0.05% | 322 |
|
|
2024
Q3 | $1.28M | Buy |
7,555
+4,241
| +128% | +$717K | 0.04% | 367 |
|
|
2024
Q2 | $503K | Buy |
3,314
+344
| +12% | +$52.2K | 0.03% | 471 |
|
|
2024
Q1 | $465K | Buy |
+2,970
| New | +$465K | 0.02% | 582 |
|
|
2022
Q1 | – | Sell |
-2,062
| Closed | -$329K | – | 812 |
|
|
2021
Q4 | $329K | Buy |
2,062
+378
| +22% | +$60.3K | 0.02% | 570 |
|
|
2021
Q3 | $219K | Sell |
1,684
-102
| -6% | -$13.3K | 0.01% | 644 |
|
|
2021
Q2 | $233K | Buy |
+1,786
| New | +$233K | 0.01% | 608 |
|