Good Life 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 | $306K | Buy |
1,903
+1
| +0.1% | +$161 | 0.02% | 399 |
|
|
2025
Q1 | $316K | Sell |
1,902
-6
| -0.3% | -$996 | 0.02% | 373 |
|
|
2024
Q4 | $329K | Sell |
1,908
-45
| -2% | -$7.75K | 0.02% | 361 |
|
|
2024
Q3 | $330K | Sell |
1,953
-116
| -6% | -$19.6K | 0.02% | 440 |
|
|
2024
Q2 | $314K | Sell |
2,069
-311
| -13% | -$47.2K | 0.03% | 346 |
|
|
2024
Q1 | $372K | Hold |
2,380
| – | – | 0.03% | 304 |
|
|
2023
Q4 | $339K | Sell |
2,380
-230
| -9% | -$32.8K | 0.03% | 309 |
|
|
2023
Q3 | $282K | Sell |
2,610
-165
| -6% | -$17.8K | 0.03% | 327 |
|
|
2023
Q2 | $320K | Sell |
2,775
-501
| -15% | -$57.9K | 0.04% | 298 |
|
|
2023
Q1 | $367K | Buy |
3,276
+222
| +7% | +$24.9K | 0.05% | 257 |
|
|
2022
Q4 | $359K | Buy |
3,054
+389
| +15% | +$45.7K | 0.05% | 246 |
|
|
2022
Q3 | $239K | Buy |
2,665
+255
| +11% | +$22.9K | 0.04% | 287 |
|
|
2022
Q2 | $229K | Buy |
2,410
+651
| +37% | +$61.9K | 0.03% | 302 |
|
|
2022
Q1 | $231K | Buy |
1,759
+196
| +13% | +$25.7K | 0.03% | 334 |
|
|
2021
Q4 | $250K | Sell |
1,563
-135
| -8% | -$21.6K | 0.03% | 320 |
|
|
2021
Q3 | $221K | Hold |
1,698
| – | – | 0.03% | 323 |
|
|
2021
Q2 | $222K | Sell |
1,698
-92
| -5% | -$12K | 0.04% | 277 |
|
|
2021
Q1 | $203K | Buy |
+1,790
| New | +$203K | 0.04% | 296 |
|