Ellevest Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $943K | Buy |
5,056
+256
| +5% | +$48.8K | 0.13% | 110 |
|
|
2025
Q4 | $889K | Sell |
4,800
-283
| -6% | -$51.4K | 0.12% | 118 |
|
|
2025
Q3 | $954K | Buy |
5,083
+1,722
| +51% | +$297K | 0.14% | 109 |
|
|
2025
Q2 | $540K | Sell |
3,361
-438
| -12% | -$69.2K | 0.09% | 182 |
|
|
2025
Q1 | $631K | Sell |
3,799
-205
| -5% | -$35.8K | 0.04% | 155 |
|
|
2024
Q4 | $690K | Sell |
4,004
-1,685
| -30% | -$296K | 0.04% | 149 |
|
|
2024
Q3 | $962K | Sell |
5,689
-250
| -4% | -$39.6K | 0.05% | 111 |
|
|
2024
Q2 | $902K | Buy |
5,939
+378
| +7% | +$55.7K | 0.05% | 106 |
|
|
2024
Q1 | $870K | Buy |
5,561
+409
| +8% | +$60K | 0.05% | 116 |
|
|
2023
Q4 | $735K | Buy |
5,152
+1,686
| +49% | +$204K | 0.05% | 118 |
|
|
2023
Q3 | $374K | Buy |
+3,466
| New | +$406K | 0.03% | 217 |
|
|
2023
Q2 | – | Sell |
-703
| Closed | -$78.7K | – | 1451 |
|
|
2023
Q1 | $78.7K | Sell |
703
-2
| -0.3% | -$239 | 0.01% | 501 |
|
|
2022
Q4 | $82.8K | Sell |
705
-144
| -17% | -$16K | 0.01% | 489 |
|
|
2022
Q3 | $76K | Buy |
849
+147
| +21% | +$15K | 0.01% | 473 |
|
|
2022
Q2 | $67K | Sell |
702
-231
| -25% | -$26.5K | 0.01% | 493 |
|
|
2022
Q1 | $123K | Buy |
933
+243
| +35% | +$34.6K | 0.01% | 380 |
|
|
2021
Q4 | $110K | Buy |
690
+5
| +0.7% | +$763 | 0.01% | 374 |
|
|
2021
Q3 | $89K | Buy |
685
+19
| +3% | +$2.47K | 0.01% | 388 |
|
|
2021
Q2 | $87K | Buy |
666
+25
| +4% | +$3.11K | 0.01% | 391 |
|
|
2021
Q1 | $73K | Buy |
641
+42
| +7% | +$4.38K | 0.01% | 395 |
|
|
2020
Q4 | $51K | Buy |
599
+204
| +52% | +$15.6K | 0.01% | 451 |
|
|
2020
Q3 | $26K | Buy |
395
+311
| +370% | +$20.4K | ﹤0.01% | 482 |
|
|
2020
Q2 | $6K | Sell |
84
-202
| -71% | -$12.7K | ﹤0.01% | 717 |
|
|
2020
Q1 | $16K | Buy |
286
+65
| +29% | +$7.77K | ﹤0.01% | 469 |
|
|
2019
Q4 | $33K | Buy |
+221
| New | +$33.1K | 0.01% | 298 |
|
|
2019
Q3 | – | Sell |
-261
| Closed | -$42K | – | 594 |
|
|
2019
Q2 | $42K | Buy |
+261
| New | +$45K | 0.02% | 134 |
|
Other funds holding SPG
VPM
VCM
