Financial Sense Advisors’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 | $402K | Hold |
2,500
| – | – | 0.09% | 96 |
|
|
2025
Q1 | $415K | Hold |
2,500
| – | – | 0.12% | 81 |
|
|
2024
Q4 | $431K | Hold |
2,500
| – | – | 0.14% | 78 |
|
|
2024
Q3 | $423K | Hold |
2,500
| – | – | 0.11% | 87 |
|
|
2024
Q2 | $380K | Hold |
2,500
| – | – | 0.12% | 88 |
|
|
2024
Q1 | $391K | Hold |
2,500
| – | – | 0.13% | 85 |
|
|
2023
Q4 | $357K | Hold |
2,500
| – | – | 0.13% | 85 |
|
|
2023
Q3 | $270K | Hold |
2,500
| – | – | 0.11% | 83 |
|
|
2023
Q2 | $289K | Hold |
2,500
| – | – | 0.12% | 80 |
|
|
2023
Q1 | $280K | Hold |
2,500
| – | – | 0.12% | 80 |
|
|
2022
Q4 | $294K | Hold |
2,500
| – | – | 0.12% | 82 |
|
|
2022
Q3 | $224K | Hold |
2,500
| – | – | 0.09% | 76 |
|
|
2022
Q2 | $237K | Buy |
+2,500
| New | +$237K | 0.09% | 89 |
|
|
2022
Q1 | – | Sell |
-2,500
| Closed | -$399K | – | 137 |
|
|
2021
Q4 | $399K | Hold |
2,500
| – | – | 0.14% | 78 |
|
|
2021
Q3 | $325K | Sell |
2,500
-202
| -7% | -$26.3K | 0.11% | 82 |
|
|
2021
Q2 | $353K | Sell |
2,702
-25,573
| -90% | -$3.34M | 0.11% | 86 |
|
|
2021
Q1 | $3.22M | Buy |
28,275
+25,775
| +1,031% | +$2.93M | 1.08% | 23 |
|
|
2020
Q4 | $213K | Buy |
+2,500
| New | +$213K | 0.08% | 98 |
|
|
2018
Q4 | – | Sell |
-23,062
| Closed | -$4.08M | – | 66 |
|
|
2018
Q3 | $4.08M | Buy |
+23,062
| New | +$4.08M | 1.72% | 15 |
|