Ethic Inc’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 | $8.24M | Sell |
51,327
-1,886
| -4% | -$303K | 0.15% | 149 |
|
|
2025
Q1 | $8.86M | Buy |
53,213
+737
| +1% | +$123K | 0.18% | 116 |
|
|
2024
Q4 | $9.04M | Buy |
52,476
+11,095
| +27% | +$1.91M | 0.18% | 111 |
|
|
2024
Q3 | $6.48M | Sell |
41,381
-11,909
| -22% | -$1.86M | 0.16% | 144 |
|
|
2024
Q2 | $8.09M | Buy |
53,290
+11,909
| +29% | +$1.81M | 0.19% | 109 |
|
|
2024
Q1 | $6.48M | Buy |
41,381
+2,239
| +6% | +$350K | 0.16% | 144 |
|
|
2023
Q4 | $5.58M | Buy |
39,142
+5,569
| +17% | +$794K | 0.17% | 146 |
|
|
2023
Q3 | $3.63M | Sell |
33,573
-3,318
| -9% | -$358K | 0.13% | 196 |
|
|
2023
Q2 | $4.26M | Buy |
36,891
+3,352
| +10% | +$387K | 0.16% | 156 |
|
|
2023
Q1 | $3.76M | Buy |
33,539
+8,067
| +32% | +$903K | 0.15% | 173 |
|
|
2022
Q4 | $2.99M | Buy |
25,472
+8,555
| +51% | +$1.01M | 0.16% | 170 |
|
|
2022
Q3 | $1.52M | Sell |
16,917
-1,895
| -10% | -$170K | 0.1% | 249 |
|
|
2022
Q2 | $1.79M | Buy |
18,812
+1,089
| +6% | +$103K | 0.12% | 218 |
|
|
2022
Q1 | $2.33M | Buy |
17,723
+1,953
| +12% | +$257K | 0.16% | 158 |
|
|
2021
Q4 | $2.52M | Buy |
15,770
+2,808
| +22% | +$449K | 0.19% | 127 |
|
|
2021
Q3 | $1.69M | Buy |
12,962
+2,596
| +25% | +$337K | 0.17% | 150 |
|
|
2021
Q2 | $1.35M | Buy |
10,366
+2,941
| +40% | +$384K | 0.16% | 154 |
|
|
2021
Q1 | $845K | Buy |
7,425
+2,527
| +52% | +$288K | 0.15% | 177 |
|
|
2020
Q4 | $418K | Buy |
+4,898
| New | +$418K | 0.11% | 244 |
|