Global Retirement Partners’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 | $325K | Buy |
+2,024
| New | +$325K | 0.01% | 887 |
|
|
2024
Q4 | $253K | Sell |
1,468
-69
| -4% | -$11.9K | 0.01% | 856 |
|
|
2024
Q3 | $260K | Buy |
1,537
+642
| +72% | +$109K | 0.01% | 823 |
|
|
2024
Q2 | $136K | Buy |
895
+94
| +12% | +$14.3K | ﹤0.01% | 1052 |
|
|
2024
Q1 | $125K | Sell |
801
-22
| -3% | -$3.45K | ﹤0.01% | 983 |
|
|
2023
Q4 | $120K | Buy |
823
+370
| +82% | +$53.9K | 0.01% | 956 |
|
|
2023
Q3 | $47.3K | Buy |
453
+63
| +16% | +$6.57K | ﹤0.01% | 1304 |
|
|
2023
Q2 | $45.1K | Sell |
390
-61
| -14% | -$7.05K | ﹤0.01% | 1329 |
|
|
2023
Q1 | $48.5K | Buy |
451
+128
| +40% | +$13.8K | ﹤0.01% | 1253 |
|
|
2022
Q4 | $38K | Sell |
323
-126
| -28% | -$14.8K | ﹤0.01% | 1216 |
|
|
2022
Q3 | $49K | Buy |
449
+98
| +28% | +$10.7K | ﹤0.01% | 1018 |
|
|
2022
Q2 | $33K | Sell |
351
-89
| -20% | -$8.37K | ﹤0.01% | 1156 |
|
|
2022
Q1 | $47K | Buy |
+440
| New | +$47K | ﹤0.01% | 1011 |
|
|
2021
Q4 | – | Sell |
-113
| Closed | -$15K | – | 1568 |
|
|
2021
Q3 | $15K | Buy |
113
+71
| +169% | +$9.43K | ﹤0.01% | 1298 |
|
|
2021
Q2 | $5K | Buy |
42
+34
| +425% | +$4.05K | ﹤0.01% | 1584 |
|
|
2021
Q1 | $1K | Sell |
8
-50
| -86% | -$6.25K | ﹤0.01% | 1734 |
|
|
2020
Q4 | $5K | Hold |
58
| – | – | ﹤0.01% | 1453 |
|
|
2020
Q3 | $4K | Sell |
58
-81
| -58% | -$5.59K | ﹤0.01% | 1380 |
|
|
2020
Q2 | $10K | Sell |
139
-5
| -3% | -$360 | ﹤0.01% | 1122 |
|
|
2020
Q1 | $8K | Hold |
144
| – | – | ﹤0.01% | 1111 |
|
|
2019
Q4 | $21K | Sell |
144
-3
| -2% | -$437 | ﹤0.01% | 924 |
|
|
2019
Q3 | $23K | Hold |
147
| – | – | ﹤0.01% | 858 |
|
|
2019
Q2 | $23K | Sell |
147
-18
| -11% | -$2.82K | ﹤0.01% | 848 |
|
|
2019
Q1 | $30K | Buy |
165
+99
| +150% | +$18K | 0.01% | 696 |
|
|
2018
Q4 | $11K | Sell |
66
-30
| -31% | -$5K | ﹤0.01% | 954 |
|
|
2018
Q3 | $17K | Sell |
96
-22
| -19% | -$3.9K | ﹤0.01% | 879 |
|
|
2018
Q2 | $20K | Hold |
118
| – | – | 0.01% | 800 |
|
|
2018
Q1 | $18K | Sell |
118
-50
| -30% | -$7.63K | 0.01% | 793 |
|
|
2017
Q4 | $29K | Buy |
168
+95
| +130% | +$16.4K | 0.01% | 638 |
|
|
2017
Q3 | $12K | Sell |
73
-4
| -5% | -$658 | 0.01% | 778 |
|
|
2017
Q2 | $12K | Buy |
77
+28
| +57% | +$4.36K | 0.01% | 739 |
|
|
2017
Q1 | $8K | Buy |
49
+7
| +17% | +$1.14K | ﹤0.01% | 811 |
|
|
2016
Q4 | $7K | Buy |
+42
| New | +$7K | ﹤0.01% | 790 |
|