D'Orazio & Associates’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
Q1 | – | Sell |
-1,215
| Closed | -$209K | – | 269 |
|
|
2024
Q4 | $209K | Buy |
1,215
+25
| +2% | +$4.39K | 0.03% | 216 |
|
|
2024
Q3 | $201K | Buy |
+1,190
| New | +$188K | 0.03% | 223 |
|
|
2021
Q4 | – | Sell |
-492
| Closed | -$64K | – | 617 |
|
|
2021
Q3 | $64K | Buy |
+492
| New | +$64K | 0.02% | 174 |
|
|
2021
Q1 | – | Sell |
-160
| Closed | -$14K | – | 414 |
|
|
2020
Q4 | $14K | Buy |
160
+110
| +220% | +$8.4K | ﹤0.01% | 250 |
|
|
2020
Q3 | $3K | Sell |
50
-450
| -90% | -$29.5K | ﹤0.01% | 289 |
|
|
2020
Q2 | $34K | Buy |
500
+413
| +475% | +$25.9K | 0.01% | 164 |
|
|
2020
Q1 | $5K | Buy |
87
+1
| +1% | +$120 | ﹤0.01% | 259 |
|
|
2019
Q4 | $13K | Buy |
86
+1
| +1% | +$150 | ﹤0.01% | 235 |
|
|
2019
Q3 | $13K | Buy |
85
+2
| +2% | +$311 | ﹤0.01% | 234 |
|
|
2019
Q2 | $13K | Buy |
83
+1
| +1% | +$172 | ﹤0.01% | 228 |
|
|
2019
Q1 | $15K | Buy |
82
+1
| +1% | +$178 | ﹤0.01% | 215 |
|
|
2018
Q4 | $14K | Hold |
81
| – | – | ﹤0.01% | 208 |
|
|
2018
Q3 | $14K | Buy |
81
+1
| +1% | +$177 | 0.01% | 202 |
|
|
2018
Q2 | $14K | Sell |
80
-63
| -44% | -$10K | 0.01% | 189 |
|
|
2018
Q1 | $22K | Buy |
143
+1
| +0.7% | +$159 | 0.01% | 163 |
|
|
2017
Q4 | $24K | Buy |
142
+1
| +0.7% | +$162 | 0.01% | 167 |
|
|
2017
Q3 | $23K | Buy |
141
+1
| +0.7% | +$160 | 0.01% | 155 |
|
|
2017
Q2 | $23K | Buy |
140
+76
| +119% | +$12.4K | 0.01% | 182 |
|
|
2017
Q1 | $11K | Hold |
64
| – | – | ﹤0.01% | 215 |
|
|
2016
Q4 | $11K | Hold |
64
| – | – | ﹤0.01% | 199 |
|
|
2016
Q3 | $13K | Sell |
64
-35
| -35% | -$7.59K | 0.01% | 186 |
|
|
2016
Q2 | $21K | Hold |
99
| – | – | 0.01% | 168 |
|
|
2016
Q1 | $20K | Hold |
99
| – | – | 0.01% | 175 |
|
|
2015
Q4 | $19K | Hold |
99
| – | – | 0.01% | 156 |
|
|
2015
Q3 | $20K | Sell |
99
-108
| -52% | -$19.8K | 0.01% | 146 |
|
|
2015
Q2 | $36K | Hold |
207
| – | – | 0.02% | 115 |
|
|
2015
Q1 | $40K | Hold |
207
| – | – | 0.03% | 111 |
|
|
2014
Q4 | $38K | Hold |
207
| – | – | 0.03% | 100 |
|
|
2014
Q3 | $34K | Hold |
207
| – | – | 0.02% | 110 |
|
|
2014
Q2 | $34K | Sell |
207
-13
| -6% | -$2.12K | 0.03% | 112 |
|
|
2014
Q1 | $34K | Hold |
220
| – | – | 0.03% | 106 |
|
|
2013
Q4 | $31K | Buy |
+220
| New | +$31.7K | 0.03% | 96 |
|
Other funds holding SPG
