Envestnet Portfolio Solutions’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Sell
7,728
-1,118
-13% -$180K ﹤0.01% 713
2025
Q1
$1.47M Sell
8,846
-3,422
-28% -$568K 0.01% 684
2024
Q4
$2.11M Sell
12,268
-15,990
-57% -$2.75M 0.01% 647
2024
Q3
$4.78M Buy
28,258
+1,310
+5% +$221K 0.02% 403
2024
Q2
$4.09M Buy
26,948
+2,016
+8% +$306K 0.01% 420
2024
Q1
$3.9M Buy
24,932
+431
+2% +$67.4K 0.01% 446
2023
Q4
$3.49M Buy
24,501
+1,233
+5% +$176K 0.01% 429
2023
Q3
$2.51M Buy
+23,268
New +$2.51M 0.01% 483