DF
Donoghue Forlines’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
9,224
-13,126
| -59% | -$2.11M | 0.42% | 79 |
|
|
2025
Q1 | $3.71M | Buy |
22,350
+13,398
| +150% | +$2.23M | 1.18% | 11 |
|
|
2024
Q4 | $1.54M | Sell |
8,952
-13,145
| -59% | -$2.26M | 0.52% | 63 |
|
|
2024
Q3 | $3.73M | Buy |
22,097
+12,593
| +133% | +$2.13M | 1.06% | 13 |
|
|
2024
Q2 | $1.44M | Buy |
9,504
+4,762
| +100% | +$723K | 0.41% | 65 |
|
|
2024
Q1 | $742K | Sell |
4,742
-6,126
| -56% | -$959K | 0.21% | 101 |
|
|
2023
Q4 | $1.55M | Sell |
10,868
-1,604
| -13% | -$229K | 0.49% | 44 |
|
|
2023
Q3 | $1.35M | Buy |
12,472
+3,571
| +40% | +$386K | 0.48% | 45 |
|
|
2023
Q2 | $1.03M | Sell |
8,901
-1,285
| -13% | -$148K | 0.32% | 77 |
|
|
2023
Q1 | $1.14M | Sell |
10,186
-5,943
| -37% | -$665K | 0.41% | 71 |
|
|
2022
Q4 | $1.89M | Buy |
16,129
+7,217
| +81% | +$848K | 0.67% | 27 |
|
|
2022
Q3 | $800K | Sell |
8,912
-5,578
| -38% | -$501K | 0.29% | 56 |
|
|
2022
Q2 | $1.38M | Sell |
14,490
-2,365
| -14% | -$224K | 0.36% | 52 |
|
|
2022
Q1 | $2.22M | Sell |
16,855
-8,215
| -33% | -$1.08M | 0.48% | 37 |
|
|
2021
Q4 | $4.01M | Buy |
25,070
+2,721
| +12% | +$435K | 0.68% | 22 |
|
|
2021
Q3 | $2.91M | Buy |
+22,349
| New | +$2.91M | 0.56% | 29 |
|
|
2021
Q2 | – | Sell |
-10,111
| Closed | -$1.15M | – | 241 |
|
|
2021
Q1 | $1.15M | Buy |
+10,111
| New | +$1.15M | 0.22% | 126 |
|