Great Valley Advisor Group’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 | $527K | Sell |
3,278
-23,077
| -88% | -$3.71M | 0.01% | 592 |
|
|
2025
Q1 | $4.38M | Buy |
26,355
+1,150
| +5% | +$191K | 0.09% | 186 |
|
|
2024
Q4 | $4.34M | Sell |
25,205
-1,185
| -4% | -$204K | 0.1% | 200 |
|
|
2024
Q3 | $4.46M | Buy |
26,390
+1,435
| +6% | +$243K | 0.11% | 187 |
|
|
2024
Q2 | $3.79M | Sell |
24,955
-1,849
| -7% | -$281K | 0.11% | 204 |
|
|
2024
Q1 | $4.19M | Buy |
26,804
+358
| +1% | +$56K | 0.13% | 174 |
|
|
2023
Q4 | $3.77M | Buy |
26,446
+2,436
| +10% | +$347K | 0.13% | 170 |
|
|
2023
Q3 | $2.59M | Sell |
24,010
-1,149
| -5% | -$124K | 0.11% | 193 |
|
|
2023
Q2 | $2.91M | Buy |
25,159
+757
| +3% | +$87.4K | 0.12% | 178 |
|
|
2023
Q1 | $2.73M | Buy |
24,402
+267
| +1% | +$29.9K | 0.13% | 180 |
|
|
2022
Q4 | $2.84M | Sell |
24,135
-823
| -3% | -$96.7K | 0.14% | 164 |
|
|
2022
Q3 | $2.24M | Buy |
24,958
+4,190
| +20% | +$376K | 0.13% | 176 |
|
|
2022
Q2 | $1.97M | Buy |
20,768
+1,074
| +5% | +$102K | 0.11% | 197 |
|
|
2022
Q1 | $2.59M | Buy |
19,694
+968
| +5% | +$127K | 0.15% | 168 |
|
|
2021
Q4 | $2.99M | Buy |
18,726
+677
| +4% | +$108K | 0.18% | 133 |
|
|
2021
Q3 | $2.35M | Buy |
18,049
+619
| +4% | +$80.5K | 0.16% | 153 |
|
|
2021
Q2 | $2.27M | Sell |
17,430
-3,802
| -18% | -$496K | 0.17% | 152 |
|
|
2021
Q1 | $2.42M | Buy |
21,232
+894
| +4% | +$102K | 0.23% | 107 |
|
|
2020
Q4 | $1.73M | Buy |
20,338
+927
| +5% | +$79K | 0.18% | 124 |
|
|
2020
Q3 | $1.26M | Buy |
19,411
+13,028
| +204% | +$843K | 0.15% | 149 |
|
|
2020
Q2 | $436K | Buy |
6,383
+474
| +8% | +$32.4K | 0.07% | 253 |
|
|
2020
Q1 | $325K | Buy |
5,909
+139
| +2% | +$7.65K | 0.09% | 226 |
|
|
2019
Q4 | $860K | Buy |
5,770
+104
| +2% | +$15.5K | 0.19% | 150 |
|
|
2019
Q3 | $880K | Buy |
+5,666
| New | +$880K | 0.21% | 140 |
|