First Horizon 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 | $241K | Buy |
1,499
+47
| +3% | +$7.56K | 0.01% | 478 |
|
|
2025
Q1 | $241K | Hold |
1,452
| – | – | 0.01% | 468 |
|
|
2024
Q4 | $250K | Buy |
1,452
+2
| +0.1% | +$344 | 0.01% | 476 |
|
|
2024
Q3 | $245K | Sell |
1,450
-10
| -0.7% | -$1.69K | 0.01% | 490 |
|
|
2024
Q2 | $222K | Sell |
1,460
-11
| -0.7% | -$1.67K | 0.01% | 489 |
|
|
2024
Q1 | $230K | Hold |
1,471
| – | – | 0.01% | 477 |
|
|
2023
Q4 | $210K | Sell |
1,471
-18
| -1% | -$2.57K | 0.01% | 465 |
|
|
2023
Q3 | $161K | Sell |
1,489
-32
| -2% | -$3.46K | 0.01% | 506 |
|
|
2023
Q2 | $176K | Sell |
1,521
-137
| -8% | -$15.8K | 0.01% | 499 |
|
|
2023
Q1 | $186K | Sell |
1,658
-405
| -20% | -$45.3K | 0.01% | 486 |
|
|
2022
Q4 | $242K | Buy |
2,063
+22
| +1% | +$2.59K | 0.01% | 419 |
|
|
2022
Q3 | $183K | Buy |
2,041
+178
| +10% | +$16K | 0.01% | 458 |
|
|
2022
Q2 | $177K | Sell |
1,863
-514
| -22% | -$48.8K | 0.01% | 491 |
|
|
2022
Q1 | $313K | Buy |
2,377
+427
| +22% | +$56.2K | 0.02% | 327 |
|
|
2021
Q4 | $312K | Sell |
1,950
-18
| -0.9% | -$2.88K | 0.01% | 431 |
|
|
2021
Q3 | $255K | Buy |
1,968
+1,246
| +173% | +$161K | 0.01% | 458 |
|
|
2021
Q2 | $94K | Sell |
722
-33
| -4% | -$4.3K | 0.01% | 561 |
|
|
2021
Q1 | $86K | Buy |
755
+353
| +88% | +$40.2K | 0.01% | 557 |
|
|
2020
Q4 | $34K | Sell |
402
-157
| -28% | -$13.3K | ﹤0.01% | 727 |
|
|
2020
Q3 | $36K | Sell |
559
-35
| -6% | -$2.25K | ﹤0.01% | 641 |
|
|
2020
Q2 | $41K | Buy |
594
+2
| +0.3% | +$138 | ﹤0.01% | 575 |
|
|
2020
Q1 | $32K | Sell |
592
-176
| -23% | -$9.51K | ﹤0.01% | 584 |
|
|
2019
Q4 | $114K | Buy |
768
+39
| +5% | +$5.79K | 0.01% | 402 |
|
|
2019
Q3 | $113K | Sell |
729
-35
| -5% | -$5.43K | 0.01% | 396 |
|
|
2019
Q2 | $122K | Sell |
764
-108
| -12% | -$17.2K | 0.01% | 406 |
|
|
2019
Q1 | $159K | Buy |
872
+10
| +1% | +$1.82K | 0.01% | 363 |
|
|
2018
Q4 | $145K | Hold |
862
| – | – | 0.01% | 372 |
|
|
2018
Q3 | $152K | Sell |
862
-52
| -6% | -$9.17K | 0.01% | 401 |
|
|
2018
Q2 | $156K | Buy |
914
+86
| +10% | +$14.7K | 0.01% | 386 |
|
|
2018
Q1 | $128K | Sell |
828
-31
| -4% | -$4.79K | 0.01% | 355 |
|
|
2017
Q4 | $148K | Buy |
859
+61
| +8% | +$10.5K | 0.01% | 354 |
|
|
2017
Q3 | $128K | Sell |
798
-17
| -2% | -$2.73K | 0.01% | 358 |
|
|
2017
Q2 | $132K | Sell |
815
-94
| -10% | -$15.2K | 0.01% | 349 |
|
|
2017
Q1 | $156K | Hold |
909
| – | – | 0.02% | 345 |
|
|
2016
Q4 | $188K | Hold |
909
| – | – | 0.02% | 322 |
|
|
2016
Q3 | $188K | Buy |
909
+36
| +4% | +$7.45K | 0.02% | 319 |
|
|
2016
Q2 | $189K | Sell |
873
-50
| -5% | -$10.8K | 0.03% | 306 |
|
|
2016
Q1 | $192K | Buy |
923
+377
| +69% | +$78.4K | 0.02% | 320 |
|
|
2015
Q4 | $106K | Sell |
546
-123
| -18% | -$23.9K | 0.02% | 354 |
|
|
2015
Q3 | $123K | Buy |
669
+3
| +0.5% | +$552 | 0.02% | 360 |
|
|
2015
Q2 | $115K | Sell |
666
-27
| -4% | -$4.66K | 0.02% | 391 |
|
|
2015
Q1 | $136K | Hold |
693
| – | – | 0.02% | 371 |
|
|
2014
Q4 | $126K | Hold |
693
| – | – | 0.02% | 381 |
|
|
2014
Q3 | $114K | Sell |
693
-3
| -0.4% | -$494 | 0.02% | 385 |
|
|
2014
Q2 | $116K | Buy |
696
+306
| +78% | +$51K | 0.02% | 406 |
|
|
2014
Q1 | $60K | Sell |
390
-80
| -17% | -$12.3K | 0.01% | 473 |
|
|
2013
Q4 | $67K | Buy |
+470
| New | +$67K | 0.01% | 436 |
|