Independent Advisor Alliance’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 | $11.7M | Sell |
72,841
-2,948
| -4% | -$474K | 0.34% | 48 |
|
|
2025
Q1 | $12.6M | Buy |
75,789
+6,335
| +9% | +$1.05M | 0.42% | 40 |
|
|
2024
Q4 | $12M | Buy |
69,454
+2,661
| +4% | +$458K | 0.16% | 143 |
|
|
2024
Q3 | $11.3M | Sell |
66,793
-1,802
| -3% | -$305K | 0.41% | 41 |
|
|
2024
Q2 | $10.4M | Sell |
68,595
-3,333
| -5% | -$506K | 0.36% | 47 |
|
|
2024
Q1 | $11.3M | Buy |
71,928
+5,517
| +8% | +$863K | 0.41% | 48 |
|
|
2023
Q4 | $9.47M | Buy |
66,411
+539
| +0.8% | +$76.9K | 0.34% | 56 |
|
|
2023
Q3 | $7.12M | Buy |
65,872
+294
| +0.4% | +$31.8K | 0.32% | 61 |
|
|
2023
Q2 | $7.57M | Buy |
65,578
+2,383
| +4% | +$275K | 0.33% | 62 |
|
|
2023
Q1 | $7.08M | Buy |
63,195
+16
| +0% | +$1.79K | 0.34% | 65 |
|
|
2022
Q4 | $7.42K | Sell |
63,179
-12,085
| -16% | -$1.42K | ﹤0.01% | 180 |
|
|
2022
Q3 | $6.76M | Buy |
75,264
+4,232
| +6% | +$380K | 0.39% | 64 |
|
|
2022
Q2 | $6.74M | Sell |
71,032
-9,803
| -12% | -$930K | 0.38% | 63 |
|
|
2022
Q1 | $10.6M | Buy |
80,835
+10,119
| +14% | +$1.33M | 0.51% | 48 |
|
|
2021
Q4 | $11.3M | Buy |
70,716
+9,041
| +15% | +$1.44M | 0.56% | 44 |
|
|
2021
Q3 | $8.02M | Buy |
61,675
+15,620
| +34% | +$2.03M | 0.45% | 59 |
|
|
2021
Q2 | $6.01M | Buy |
46,055
+7,941
| +21% | +$1.04M | 0.33% | 81 |
|
|
2021
Q1 | $4.34M | Buy |
38,114
+7,344
| +24% | +$835K | 0.26% | 97 |
|
|
2020
Q4 | $2.62M | Buy |
30,770
+5,345
| +21% | +$456K | 0.18% | 115 |
|
|
2020
Q3 | $1.65M | Buy |
25,425
+19,209
| +309% | +$1.24M | 0.12% | 135 |
|
|
2020
Q2 | $425K | Buy |
+6,216
| New | +$425K | 0.05% | 298 |
|
|
2019
Q2 | – | Sell |
-1,120
| Closed | -$204K | – | 461 |
|
|
2019
Q1 | $204K | Buy |
+1,120
| New | +$204K | 0.03% | 405 |
|