Inspire Advisors’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 | $608K | Buy |
3,785
+295
| +8% | +$47.4K | 0.06% | 255 |
|
2025
Q1 | $580K | Sell |
3,490
-620
| -15% | -$103K | 0.07% | 218 |
|
2024
Q4 | $708K | Sell |
4,110
-8
| -0.2% | -$1.38K | 0.09% | 154 |
|
2024
Q3 | $696K | Buy |
4,118
+65
| +2% | +$11K | 0.08% | 156 |
|
2024
Q2 | $615K | Sell |
4,053
-73
| -2% | -$11.1K | 0.08% | 156 |
|
2024
Q1 | $646K | Buy |
4,126
+70
| +2% | +$11K | 0.09% | 153 |
|
2023
Q4 | $579K | Buy |
4,056
+1,133
| +39% | +$162K | 0.09% | 151 |
|
2023
Q3 | $316K | Buy |
2,923
+12
| +0.4% | +$1.3K | 0.06% | 197 |
|
2023
Q2 | $336K | Buy |
2,911
+528
| +22% | +$61K | 0.06% | 143 |
|
2023
Q1 | $267K | Buy |
2,383
+127
| +6% | +$14.2K | 0.06% | 138 |
|
2022
Q4 | $265K | Sell |
2,256
-443
| -16% | -$52.1K | 0.07% | 116 |
|
2022
Q3 | $242K | Buy |
2,699
+460
| +21% | +$41.2K | 0.07% | 89 |
|
2022
Q2 | $212K | Buy |
2,239
+621
| +38% | +$58.8K | 0.06% | 83 |
|
2022
Q1 | $213K | Buy |
+1,618
| New | +$213K | 0.06% | 86 |
|
2021
Q1 | – | Sell |
-1,269
| Closed | -$108K | – | 625 |
|
2020
Q4 | $108K | Buy |
+1,269
| New | +$108K | 0.04% | 113 |
|