IFP Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $528K | Buy |
2,831
+36
| +1% | +$6.87K | 0.01% | 936 |
|
|
2025
Q4 | $517K | Sell |
2,795
-410
| -13% | -$74.5K | 0.01% | 915 |
|
|
2025
Q3 | $601K | Sell |
3,205
-1,076
| -25% | -$186K | 0.02% | 791 |
|
|
2025
Q2 | $692K | Buy |
4,281
+187
| +5% | +$29.5K | 0.02% | 713 |
|
|
2025
Q1 | $680K | Buy |
4,094
+359
| +10% | +$62.8K | 0.02% | 669 |
|
|
2024
Q4 | $643K | Buy |
3,735
+159
| +4% | +$27.9K | 0.02% | 652 |
|
|
2024
Q3 | $605K | Buy |
3,576
+606
| +20% | +$95.9K | 0.02% | 622 |
|
|
2024
Q2 | $451K | Buy |
2,970
+270
| +10% | +$39.8K | 0.02% | 694 |
|
|
2024
Q1 | $422K | Buy |
2,700
+106
| +4% | +$15.5K | 0.02% | 668 |
|
|
2023
Q4 | $370K | Sell |
2,594
-1,385
| -35% | -$167K | 0.02% | 686 |
|
|
2023
Q3 | $430K | Buy |
3,979
+706
| +22% | +$82.7K | 0.02% | 651 |
|
|
2023
Q2 | $378K | Buy |
3,273
+81
| +3% | +$8.82K | 0.02% | 757 |
|
|
2023
Q1 | $613K | Sell |
3,192
-979
| -23% | -$117K | 0.03% | 530 |
|
|
2022
Q4 | $820K | Sell |
4,171
-474
| -10% | -$52.7K | 0.02% | 693 |
|
|
2022
Q3 | $913K | Sell |
4,645
-15
| -0.3% | -$1.53K | 0.02% | 664 |
|
|
2022
Q2 | $915K | Hold |
4,660
| – | – | 0.03% | 610 |
|
|
2022
Q1 | $915K | Buy |
4,660
+3,186
| +216% | +$454K | 0.03% | 610 |
|
|
2021
Q4 | $238K | Sell |
1,474
-379
| -20% | -$57.8K | ﹤0.01% | 873 |
|
|
2021
Q3 | $242K | Sell |
1,853
-386
| -17% | -$50.2K | ﹤0.01% | 861 |
|
|
2021
Q2 | $293K | Buy |
2,239
+756
| +51% | +$94K | 0.01% | 732 |
|
|
2021
Q1 | $168K | Sell |
1,483
-192
| -11% | -$20K | ﹤0.01% | 927 |
|
|
2020
Q4 | $144K | Buy |
1,675
+681
| +69% | +$52K | 0.01% | 954 |
|
|
2020
Q3 | $64K | Buy |
994
+347
| +54% | +$22.8K | ﹤0.01% | 1198 |
|
|
2020
Q2 | $44K | Buy |
647
+263
| +68% | +$16.5K | ﹤0.01% | 1280 |
|
|
2020
Q1 | $21K | Buy |
384
+161
| +72% | +$19.3K | ﹤0.01% | 1470 |
|
|
2019
Q4 | $34K | Sell |
223
-387
| -63% | -$58K | ﹤0.01% | 1412 |
|
|
2019
Q3 | $97K | Buy |
+610
| New | +$94.9K | 0.01% | 1074 |
|
|
2019
Q1 | $33K | Sell |
180
-1,924
| -91% | -$342K | ﹤0.01% | 1143 |
|
|
2018
Q4 | $354K | Buy |
2,104
+252
| +14% | +$45.1K | 0.02% | 654 |
|
|
2018
Q3 | $327K | Buy |
1,852
+344
| +23% | +$60.8K | 0.01% | 844 |
|
|
2018
Q2 | $257K | Sell |
1,508
-479
| -24% | -$76.2K | 0.01% | 943 |
|
|
2018
Q1 | $341K | Hold |
1,987
| – | – | 0.02% | 780 |
|
|
2017
Q4 | $341K | Sell |
1,987
-292
| -13% | -$47.4K | 0.02% | 780 |
|
|
2017
Q3 | $367K | Buy |
2,279
+386
| +20% | +$61.6K | 0.01% | 825 |
|
|
2017
Q2 | $306K | Sell |
1,893
-51
| -3% | -$8.3K | 0.01% | 892 |
|
|
2017
Q1 | $334K | Sell |
1,944
-152
| -7% | -$27.2K | 0.01% | 863 |
|
|
2016
Q4 | $372K | Buy |
2,096
+203
| +11% | +$37.7K | 0.02% | 761 |
|
|
2016
Q3 | $392K | Buy |
1,893
+41
| +2% | +$8.89K | 0.02% | 672 |
|
|
2016
Q2 | $402K | Buy |
1,852
+1,672
| +929% | +$341K | 0.02% | 633 |
|
|
2016
Q1 | $33K | Sell |
180
-1,075
| -86% | -$206K | ﹤0.01% | 1143 |
|
|
2015
Q4 | $244K | Buy |
+1,255
| New | +$243K | 0.02% | 757 |
|
Other funds holding SPG
VPM
VCM
