Equitable Holdings’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 | $2.7M | Sell |
16,782
-773
| -4% | -$124K | 0.02% | 483 |
|
|
2025
Q1 | $2.92M | Buy |
17,555
+1,115
| +7% | +$185K | 0.03% | 419 |
|
|
2024
Q4 | $2.83M | Buy |
16,440
+2,894
| +21% | +$498K | 0.03% | 399 |
|
|
2024
Q3 | $2.29M | Buy |
13,546
+624
| +5% | +$105K | 0.02% | 456 |
|
|
2024
Q2 | $1.96M | Buy |
12,922
+718
| +6% | +$109K | 0.02% | 464 |
|
|
2024
Q1 | $1.91M | Buy |
12,204
+5,419
| +80% | +$848K | 0.02% | 456 |
|
|
2023
Q4 | $968K | Buy |
6,785
+1,084
| +19% | +$155K | 0.01% | 587 |
|
|
2023
Q3 | $616K | Buy |
5,701
+317
| +6% | +$34.2K | 0.01% | 662 |
|
|
2023
Q2 | $622K | Buy |
5,384
+835
| +18% | +$96.4K | 0.01% | 640 |
|
|
2023
Q1 | $509K | Buy |
4,549
+1,798
| +65% | +$201K | 0.01% | 642 |
|
|
2022
Q4 | $323K | Sell |
2,751
-1,408
| -34% | -$165K | 0.01% | 715 |
|
|
2022
Q3 | $373K | Buy |
4,159
+1,287
| +45% | +$115K | 0.01% | 632 |
|
|
2022
Q2 | $273K | Buy |
+2,872
| New | +$273K | 0.01% | 724 |
|