Harbor Investment Advisory’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 | $185K | Sell |
1,154
-149
| -11% | -$23.9K | 0.02% | 383 |
|
|
2025
Q1 | $216K | Sell |
1,303
-150
| -10% | -$24.9K | 0.02% | 361 |
|
|
2024
Q4 | $250K | Sell |
1,453
-665
| -31% | -$115K | 0.02% | 327 |
|
|
2024
Q3 | $358K | Hold |
2,118
| – | – | 0.04% | 270 |
|
|
2024
Q2 | $322K | Hold |
2,118
| – | – | 0.03% | 273 |
|
|
2024
Q1 | $331K | Sell |
2,118
-550
| -21% | -$86.1K | 0.03% | 266 |
|
|
2023
Q4 | $381K | Sell |
2,668
-649
| -20% | -$92.6K | 0.04% | 244 |
|
|
2023
Q3 | $358K | Sell |
3,317
-50
| -1% | -$5.4K | 0.05% | 243 |
|
|
2023
Q2 | $389K | Sell |
3,367
-383
| -10% | -$44.2K | 0.05% | 252 |
|
|
2023
Q1 | $420K | Sell |
3,750
-686
| -15% | -$76.8K | 0.06% | 233 |
|
|
2022
Q4 | $521K | Sell |
4,436
-2,663
| -38% | -$313K | 0.08% | 198 |
|
|
2022
Q3 | $637K | Sell |
7,099
-1,043
| -13% | -$93.6K | 0.1% | 167 |
|
|
2022
Q2 | $773K | Sell |
8,142
-438
| -5% | -$41.6K | 0.12% | 150 |
|
|
2022
Q1 | $1.13M | Buy |
8,580
+3,759
| +78% | +$495K | 0.15% | 123 |
|
|
2021
Q4 | $770K | Buy |
4,821
+3,422
| +245% | +$547K | 0.1% | 172 |
|
|
2021
Q3 | $182K | Buy |
1,399
+51
| +4% | +$6.64K | 0.02% | 386 |
|
|
2021
Q2 | $176K | Buy |
1,348
+350
| +35% | +$45.7K | 0.02% | 390 |
|
|
2021
Q1 | $114K | Buy |
998
+523
| +110% | +$59.7K | 0.02% | 451 |
|
|
2020
Q4 | $41K | Sell |
475
-98
| -17% | -$8.46K | 0.01% | 679 |
|
|
2020
Q3 | $37K | Buy |
573
+136
| +31% | +$8.78K | 0.01% | 578 |
|
|
2020
Q2 | $30K | Buy |
437
+23
| +6% | +$1.58K | 0.01% | 534 |
|
|
2020
Q1 | $23K | Sell |
414
-28
| -6% | -$1.56K | 0.01% | 551 |
|
|
2019
Q4 | $66K | Buy |
+442
| New | +$66K | 0.02% | 372 |
|