EverSource Wealth Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
2,597
+637
| +33% | +$102K | 0.02% | 522 |
|
|
2025
Q1 | $326K | Sell |
1,960
-69
| -3% | -$11.5K | 0.02% | 492 |
|
|
2024
Q4 | $349K | Buy |
2,029
+107
| +6% | +$18.4K | 0.02% | 462 |
|
|
2024
Q3 | $325K | Buy |
1,922
+40
| +2% | +$6.76K | 0.02% | 426 |
|
|
2024
Q2 | $289K | Buy |
1,882
+17
| +0.9% | +$2.61K | 0.02% | 447 |
|
|
2024
Q1 | $262K | Sell |
1,865
-39
| -2% | -$5.48K | 0.02% | 416 |
|
|
2023
Q4 | $272K | Sell |
1,904
-6,200
| -77% | -$884K | 0.02% | 363 |
|
|
2023
Q3 | $875K | Sell |
8,104
-1,229
| -13% | -$133K | 0.09% | 167 |
|
|
2023
Q2 | $1.08M | Buy |
9,333
+3,666
| +65% | +$423K | 0.12% | 152 |
|
|
2023
Q1 | $635K | Buy |
5,667
+278
| +5% | +$31.1K | 0.08% | 189 |
|
|
2022
Q4 | $633K | Buy |
5,389
+5,009
| +1,318% | +$588K | 0.1% | 170 |
|
|
2022
Q3 | $35K | Sell |
380
-84
| -18% | -$7.74K | 0.01% | 732 |
|
|
2022
Q2 | $44K | Buy |
464
+192
| +71% | +$18.2K | 0.01% | 654 |
|
|
2022
Q1 | $36K | Buy |
272
+81
| +42% | +$10.7K | 0.01% | 529 |
|
|
2021
Q4 | $30K | Buy |
+191
| New | +$30K | 0.01% | 536 |
|