HHM Wealth 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 | – | Sell |
-10
| Closed | -$1.66K | – | 932 |
|
|
2025
Q1 | $1.66K | Hold |
10
| – | – | ﹤0.01% | 777 |
|
|
2024
Q4 | $1.72K | Buy |
+10
| New | +$1.72K | ﹤0.01% | 773 |
|
|
2024
Q2 | – | Sell |
-226
| Closed | -$35.4K | – | 852 |
|
|
2024
Q1 | $35.4K | Hold |
226
| – | – | 0.01% | 342 |
|
|
2023
Q4 | $32.2K | Hold |
226
| – | – | 0.01% | 345 |
|
|
2023
Q3 | $24.4K | Hold |
226
| – | – | ﹤0.01% | 377 |
|
|
2023
Q2 | $26.1K | Sell |
226
-49
| -18% | -$5.66K | ﹤0.01% | 382 |
|
|
2023
Q1 | $30.8K | Buy |
275
+63
| +30% | +$7.05K | 0.01% | 347 |
|
|
2022
Q4 | $24.9K | Buy |
212
+49
| +30% | +$5.76K | 0.01% | 337 |
|
|
2022
Q3 | $15K | Sell |
163
-213
| -57% | -$19.6K | ﹤0.01% | 387 |
|
|
2022
Q2 | $36K | Sell |
376
-11
| -3% | -$1.05K | 0.01% | 324 |
|
|
2022
Q1 | $51K | Buy |
+387
| New | +$51K | 0.01% | 306 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$6K | – | 567 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 426 |
|
|
2020
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 386 |
|
|
2020
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 395 |
|