Great Valley Advisor Group’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 | $433K | Sell |
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|
2025
Q2 | $527K | Sell |
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|
2025
Q1 | $4.38M | Buy |
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|
2024
Q4 | $4.34M | Sell |
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|
2024
Q3 | $4.46M | Buy |
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|
2024
Q2 | $3.79M | Sell |
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|
2024
Q1 | $4.19M | Buy |
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|
2023
Q4 | $3.77M | Buy |
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|
2023
Q3 | $2.59M | Sell |
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|
2023
Q2 | $2.91M | Buy |
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|
2023
Q1 | $2.73M | Buy |
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|
2022
Q4 | $2.84M | Sell |
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|
2022
Q3 | $2.24M | Buy |
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|
2022
Q2 | $1.97M | Buy |
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|
2022
Q1 | $2.59M | Buy |
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|
2021
Q4 | $2.99M | Buy |
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|
2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | $2.27M | Sell |
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|
2021
Q1 | $2.42M | Buy |
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|
2020
Q4 | $1.73M | Buy |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $436K | Buy |
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|
2020
Q1 | $325K | Buy |
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|
2019
Q4 | $860K | Buy |
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|
2019
Q3 | $880K | Buy |
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