IEQ Capital’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 | $2.75M | Sell |
17,109
-5,490
| -24% | -$883K | 0.02% | 576 |
|
|
2025
Q1 | $3.75M | Buy |
22,599
+4,286
| +23% | +$712K | 0.03% | 409 |
|
|
2024
Q4 | $3.15M | Buy |
18,313
+1,729
| +10% | +$298K | 0.03% | 388 |
|
|
2024
Q3 | $2.8M | Buy |
16,584
+2,218
| +15% | +$375K | 0.03% | 302 |
|
|
2024
Q2 | $2.18M | Buy |
14,366
+1,484
| +12% | +$225K | 0.03% | 316 |
|
|
2024
Q1 | $2.02M | Buy |
12,882
+1,199
| +10% | +$188K | 0.03% | 316 |
|
|
2023
Q4 | $1.67M | Buy |
11,683
+926
| +9% | +$132K | 0.03% | 322 |
|
|
2023
Q3 | $1.16M | Sell |
10,757
-194
| -2% | -$21K | 0.02% | 367 |
|
|
2023
Q2 | $1.26M | Sell |
10,951
-208
| -2% | -$24K | 0.03% | 343 |
|
|
2023
Q1 | $1.25M | Buy |
11,159
+71
| +0.6% | +$7.95K | 0.03% | 340 |
|
|
2022
Q4 | $1.3M | Sell |
11,088
-3,623
| -25% | -$426K | 0.04% | 316 |
|
|
2022
Q3 | $1.32M | Buy |
14,711
+7,150
| +95% | +$642K | 0.04% | 308 |
|
|
2022
Q2 | $718K | Buy |
7,561
+1,128
| +18% | +$107K | 0.02% | 385 |
|
|
2022
Q1 | $846K | Buy |
6,433
+798
| +14% | +$105K | 0.02% | 369 |
|
|
2021
Q4 | $900K | Sell |
5,635
-366
| -6% | -$58.5K | 0.02% | 328 |
|
|
2021
Q3 | $779K | Buy |
6,001
+2,383
| +66% | +$309K | 0.02% | 332 |
|
|
2021
Q2 | $472K | Buy |
3,618
+1,415
| +64% | +$185K | 0.01% | 374 |
|
|
2021
Q1 | $251K | Buy |
+2,203
| New | +$251K | 0.01% | 410 |
|
|
2020
Q1 | – | Sell |
-1,352
| Closed | -$202K | – | 426 |
|
|
2019
Q4 | $202K | Buy |
+1,352
| New | +$202K | 0.02% | 386 |
|