Financial Counselors 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
Q1 | – | Sell |
-1,922
| Closed | -$331K | – | 598 |
|
|
2024
Q4 | $331K | Hold |
1,922
| – | – | ﹤0.01% | 481 |
|
|
2024
Q3 | $325K | Sell |
1,922
-509
| -21% | -$86K | ﹤0.01% | 499 |
|
|
2024
Q2 | $369K | Buy |
+2,431
| New | +$369K | 0.01% | 451 |
|
|
2017
Q1 | – | Sell |
-1,452
| Closed | -$258K | – | 515 |
|
|
2016
Q4 | $258K | Buy |
+1,452
| New | +$258K | 0.01% | 418 |
|
|
2015
Q2 | – | Sell |
-24,079
| Closed | -$4.71M | – | 465 |
|
|
2015
Q1 | $4.71M | Buy |
24,079
+1,850
| +8% | +$362K | 0.29% | 122 |
|
|
2014
Q4 | $4.05M | Buy |
22,229
+1,393
| +7% | +$254K | 0.26% | 132 |
|
|
2014
Q3 | $3.43M | Buy |
20,836
+461
| +2% | +$75.8K | 0.24% | 134 |
|
|
2014
Q2 | $3.39M | Sell |
20,375
-653
| -3% | -$109K | 0.24% | 133 |
|
|
2014
Q1 | $3.24M | Buy |
21,028
+627
| +3% | +$96.7K | 0.23% | 135 |
|
|
2013
Q4 | $2.92M | Buy |
20,401
+1,519
| +8% | +$217K | 0.22% | 143 |
|
|
2013
Q3 | $2.63M | Buy |
+18,882
| New | +$2.63M | 0.22% | 144 |
|