IFG 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 | $302K | Buy |
1,879
+1
| +0.1% | +$161 | 0.02% | 605 |
|
|
2025
Q1 | $312K | Buy |
1,878
+1
| +0.1% | +$166 | 0.02% | 551 |
|
|
2024
Q4 | $323K | Buy |
+1,877
| New | +$323K | 0.02% | 525 |
|
|
2024
Q3 | – | Sell |
-1,875
| Closed | -$285K | – | 581 |
|
|
2024
Q2 | $285K | Buy |
+1,875
| New | +$285K | 0.02% | 522 |
|
|
2024
Q1 | – | Sell |
-1,966
| Closed | -$280K | – | 543 |
|
|
2023
Q4 | $280K | Sell |
1,966
-36
| -2% | -$5.14K | 0.02% | 482 |
|
|
2023
Q3 | $216K | Buy |
+2,002
| New | +$216K | 0.02% | 502 |
|
|
2023
Q2 | – | Sell |
-2,158
| Closed | -$242K | – | 467 |
|
|
2023
Q1 | $242K | Sell |
2,158
-268
| -11% | -$30K | 0.02% | 455 |
|
|
2022
Q4 | $285K | Buy |
2,426
+116
| +5% | +$13.6K | 0.03% | 407 |
|
|
2022
Q3 | $207K | Buy |
2,310
+1
| +0% | +$90 | 0.02% | 485 |
|
|
2022
Q2 | $219K | Buy |
2,309
+132
| +6% | +$12.5K | 0.02% | 430 |
|
|
2022
Q1 | $286K | Sell |
2,177
-530
| -20% | -$69.6K | 0.03% | 411 |
|
|
2021
Q4 | $432K | Hold |
2,707
| – | – | 0.04% | 332 |
|
|
2021
Q3 | $351K | Sell |
2,707
-135
| -5% | -$17.5K | 0.04% | 363 |
|
|
2021
Q2 | $370K | Sell |
2,842
-164
| -5% | -$21.4K | 0.04% | 351 |
|
|
2021
Q1 | $342K | Sell |
3,006
-199
| -6% | -$22.6K | 0.04% | 373 |
|
|
2020
Q4 | $273K | Buy |
+3,205
| New | +$273K | 0.04% | 368 |
|