Global Retirement Partners’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $389K | Buy |
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|
2025
Q2 | $325K | Buy |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $260K | Buy |
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|
2024
Q2 | $136K | Buy |
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|
2024
Q1 | $125K | Sell |
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|
2023
Q4 | $120K | Buy |
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|
2023
Q3 | $47.3K | Buy |
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|
2023
Q2 | $45.1K | Sell |
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|
2023
Q1 | $48.5K | Buy |
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|
2022
Q4 | $38K | Sell |
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|
2022
Q3 | $49K | Buy |
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|
2022
Q2 | $33K | Sell |
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|
2022
Q1 | $47K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $15K | Buy |
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|
2021
Q2 | $5K | Buy |
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|
2021
Q1 | $1K | Sell |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $4K | Sell |
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|
2020
Q2 | $10K | Sell |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $21K | Sell |
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|
2019
Q3 | $23K | Hold |
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|
2019
Q2 | $23K | Sell |
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|
2019
Q1 | $30K | Buy |
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|
2018
Q4 | $11K | Sell |
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|
2018
Q3 | $17K | Sell |
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|
2018
Q2 | $20K | Hold |
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|
2018
Q1 | $18K | Sell |
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|
2017
Q4 | $29K | Buy |
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|
2017
Q3 | $12K | Sell |
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|
2017
Q2 | $12K | Buy |
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|
2017
Q1 | $8K | Buy |
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|
2016
Q4 | $7K | Buy |
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