Investors Research Corp’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 | $891K | Hold |
5,540
| – | – | 0.17% | 119 |
|
|
2025
Q1 | $920K | Sell |
5,540
-148
| -3% | -$24.6K | 0.2% | 113 |
|
|
2024
Q4 | $980K | Sell |
5,688
-643
| -10% | -$111K | 0.22% | 101 |
|
|
2024
Q3 | $1.07M | Sell |
6,331
-5,456
| -46% | -$922K | 0.23% | 93 |
|
|
2024
Q2 | $1.79M | Hold |
11,787
| – | – | 0.42% | 46 |
|
|
2024
Q1 | $1.84M | Sell |
11,787
-450
| -4% | -$70.4K | 0.43% | 43 |
|
|
2023
Q4 | $1.75M | Hold |
12,237
| – | – | 0.42% | 47 |
|
|
2023
Q3 | $1.32M | Hold |
12,237
| – | – | 0.35% | 61 |
|
|
2023
Q2 | $1.41M | Hold |
12,237
| – | – | 0.36% | 57 |
|
|
2023
Q1 | $1.37M | Sell |
12,237
-225
| -2% | -$25.2K | 0.36% | 58 |
|
|
2022
Q4 | $1.46M | Buy |
12,462
+880
| +8% | +$103K | 0.4% | 51 |
|
|
2022
Q3 | $1.04M | Buy |
11,582
+1,475
| +15% | +$132K | 0.32% | 73 |
|
|
2022
Q2 | $959K | Buy |
10,107
+670
| +7% | +$63.6K | 0.29% | 86 |
|
|
2022
Q1 | $1.24M | Buy |
9,437
+7,523
| +393% | +$990K | 0.35% | 75 |
|
|
2021
Q4 | $306K | Sell |
1,914
-250
| -12% | -$40K | 0.09% | 243 |
|
|
2021
Q3 | $281K | Buy |
2,164
+250
| +13% | +$32.5K | 0.09% | 250 |
|
|
2021
Q2 | $250K | Hold |
1,914
| – | – | 0.09% | 267 |
|
|
2021
Q1 | $218K | Hold |
1,914
| – | – | 0.08% | 290 |
|
|
2020
Q4 | $163K | Hold |
1,914
| – | – | 0.06% | 332 |
|
|
2020
Q3 | $124K | Hold |
1,914
| – | – | 0.06% | 350 |
|
|
2020
Q2 | $131K | Buy |
1,914
+89
| +5% | +$6.09K | 0.07% | 322 |
|
|
2020
Q1 | $100K | Buy |
+1,825
| New | +$100K | 0.06% | 331 |
|