D.A. Davidson & Co’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 | $4.74M | Buy |
29,480
+601
| +2% | +$96.6K | 0.03% | 355 |
|
|
2025
Q1 | $4.8M | Sell |
28,879
-372
| -1% | -$61.8K | 0.04% | 340 |
|
|
2024
Q4 | $5.04M | Buy |
29,251
+901
| +3% | +$155K | 0.04% | 322 |
|
|
2024
Q3 | $4.79M | Sell |
28,350
-440
| -2% | -$74.4K | 0.04% | 334 |
|
|
2024
Q2 | $4.37M | Buy |
28,790
+701
| +2% | +$106K | 0.04% | 332 |
|
|
2024
Q1 | $4.4M | Buy |
28,089
+44
| +0.2% | +$6.89K | 0.04% | 324 |
|
|
2023
Q4 | $4M | Buy |
28,045
+504
| +2% | +$71.9K | 0.04% | 328 |
|
|
2023
Q3 | $2.98M | Buy |
27,541
+2,048
| +8% | +$221K | 0.03% | 372 |
|
|
2023
Q2 | $2.94M | Buy |
25,493
+2,924
| +13% | +$338K | 0.03% | 386 |
|
|
2023
Q1 | $2.52M | Buy |
22,569
+4,555
| +25% | +$509K | 0.03% | 408 |
|
|
2022
Q4 | $2.12M | Buy |
18,014
+830
| +5% | +$97.5K | 0.03% | 427 |
|
|
2022
Q3 | $1.54M | Buy |
17,184
+4,807
| +39% | +$431K | 0.02% | 470 |
|
|
2022
Q2 | $1.18M | Buy |
12,377
+1,358
| +12% | +$129K | 0.01% | 547 |
|
|
2022
Q1 | $1.45M | Buy |
11,019
+1,194
| +12% | +$157K | 0.02% | 538 |
|
|
2021
Q4 | $1.57M | Buy |
9,825
+174
| +2% | +$27.8K | 0.02% | 526 |
|
|
2021
Q3 | $1.25M | Buy |
9,651
+334
| +4% | +$43.4K | 0.01% | 564 |
|
|
2021
Q2 | $1.22M | Buy |
9,317
+390
| +4% | +$50.9K | 0.01% | 575 |
|
|
2021
Q1 | $1.02M | Sell |
8,927
-482
| -5% | -$54.9K | 0.01% | 582 |
|
|
2020
Q4 | $801K | Buy |
9,409
+697
| +8% | +$59.3K | 0.01% | 564 |
|
|
2020
Q3 | $564K | Sell |
8,712
-145
| -2% | -$9.39K | 0.01% | 584 |
|
|
2020
Q2 | $606K | Buy |
+8,857
| New | +$606K | 0.01% | 548 |
|
|
2020
Q1 | – | Sell |
-4,681
| Closed | -$696K | – | 1060 |
|
|
2019
Q4 | $696K | Buy |
4,681
+294
| +7% | +$43.7K | 0.01% | 604 |
|
|
2019
Q3 | $683K | Buy |
4,387
+99
| +2% | +$15.4K | 0.01% | 573 |
|
|
2019
Q2 | $685K | Sell |
4,288
-3,371
| -44% | -$539K | 0.01% | 557 |
|
|
2019
Q1 | $1.39M | Sell |
7,659
-511
| -6% | -$92.6K | 0.02% | 436 |
|
|
2018
Q4 | $1.37M | Buy |
8,170
+260
| +3% | +$43.7K | 0.03% | 408 |
|
|
2018
Q3 | $1.4M | Buy |
7,910
+575
| +8% | +$102K | 0.02% | 433 |
|
|
2018
Q2 | $1.25M | Buy |
7,335
+1,292
| +21% | +$220K | 0.02% | 446 |
|
|
2018
Q1 | $933K | Buy |
6,043
+52
| +0.9% | +$8.03K | 0.02% | 488 |
|
|
2017
Q4 | $1.03M | Buy |
5,991
+250
| +4% | +$42.9K | 0.02% | 452 |
|
|
2017
Q3 | $924K | Buy |
5,741
+1,320
| +30% | +$212K | 0.02% | 520 |
|
|
2017
Q2 | $715K | Sell |
4,421
-154
| -3% | -$24.9K | 0.02% | 529 |
|
|
2017
Q1 | $787K | Sell |
4,575
-575
| -11% | -$98.9K | 0.02% | 494 |
|
|
2016
Q4 | $912K | Sell |
5,150
-247
| -5% | -$43.7K | 0.02% | 494 |
|
|
2016
Q3 | $1.12M | Buy |
5,397
+135
| +3% | +$27.9K | 0.03% | 439 |
|
|
2016
Q2 | $1.14M | Buy |
5,262
+1,178
| +29% | +$255K | 0.03% | 377 |
|
|
2016
Q1 | $847K | Sell |
4,084
-78
| -2% | -$16.2K | 0.03% | 416 |
|
|
2015
Q4 | $807K | Buy |
4,162
+244
| +6% | +$47.3K | 0.03% | 438 |
|
|
2015
Q3 | $718K | Sell |
3,918
-295
| -7% | -$54.1K | 0.03% | 449 |
|
|
2015
Q2 | $727K | Buy |
4,213
+172
| +4% | +$29.7K | 0.02% | 475 |
|
|
2015
Q1 | $788K | Buy |
4,041
+433
| +12% | +$84.4K | 0.03% | 459 |
|
|
2014
Q4 | $655K | Buy |
3,608
+276
| +8% | +$50.1K | 0.02% | 511 |
|
|
2014
Q3 | $546K | Sell |
3,332
-45
| -1% | -$7.37K | 0.02% | 564 |
|
|
2014
Q2 | $559K | Sell |
3,377
-32
| -0.9% | -$5.3K | 0.02% | 572 |
|
|
2014
Q1 | $525K | Buy |
3,409
+1,649
| +94% | +$254K | 0.02% | 588 |
|
|
2013
Q4 | $250K | Sell |
1,760
-242
| -12% | -$34.4K | 0.01% | 765 |
|
|
2013
Q3 | $278K | Sell |
2,002
-115
| -5% | -$16K | 0.01% | 622 |
|
|
2013
Q2 | $312K | Buy |
+2,117
| New | +$312K | 0.02% | 564 |
|