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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $607K | Sell |
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|
2025
Q2 | $692K | Buy |
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|
2025
Q1 | $680K | Buy |
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|
2024
Q4 | $643K | Buy |
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|
2024
Q3 | $605K | Buy |
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|
2024
Q2 | $451K | Buy |
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|
2024
Q1 | $422K | Buy |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $430K | Buy |
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|
2023
Q2 | $378K | Buy |
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|
2023
Q1 | $613K | Sell |
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|
2022
Q4 | $820K | Sell |
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|
2022
Q3 | $913K | Sell |
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|
2022
Q2 | $915K | Hold |
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|
2022
Q1 | $915K | Buy |
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|
2021
Q4 | $238K | Sell |
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|
2021
Q3 | $242K | Sell |
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|
2021
Q2 | $293K | Buy |
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|
2021
Q1 | $168K | Sell |
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|
2020
Q4 | $144K | Buy |
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|
2020
Q3 | $64K | Buy |
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|
2020
Q2 | $44K | Buy |
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|
2020
Q1 | $21K | Buy |
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|
2019
Q4 | $34K | Sell |
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|
2019
Q3 | $97K | Buy |
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|
2019
Q1 | $33K | Sell |
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|
2018
Q4 | $354K | Buy |
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|
2018
Q3 | $327K | Buy |
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|
2018
Q2 | $257K | Sell |
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|
2018
Q1 | $341K | Hold |
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|
2017
Q4 | $341K | Sell |
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|
2017
Q3 | $367K | Buy |
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|
2017
Q2 | $306K | Sell |
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|
2017
Q1 | $334K | Sell |
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|
2016
Q4 | $372K | Buy |
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|
2016
Q3 | $392K | Buy |
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|
2016
Q2 | $402K | Buy |
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|
2016
Q1 | $33K | Sell |
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|
2015
Q4 | $244K | Buy |
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