Janney Montgomery Scott’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 | $21.2M | Buy |
131,791
+61,505
| +88% | +$9.89M | 0.06% | 329 |
|
|
2025
Q1 | $11.7M | Buy |
70,286
+1,296
| +2% | +$215K | 0.03% | 481 |
|
|
2024
Q4 | $11.9M | Sell |
68,990
-1,394
| -2% | -$240K | 0.03% | 482 |
|
|
2024
Q3 | $11.9M | Sell |
70,384
-6,166
| -8% | -$1.04M | 0.03% | 480 |
|
|
2024
Q2 | $11.6M | Buy |
76,550
+2,792
| +4% | +$424K | 0.04% | 460 |
|
|
2024
Q1 | $11.5M | Buy |
73,758
+16,349
| +28% | +$2.56M | 0.03% | 485 |
|
|
2023
Q4 | $8.19M | Buy |
57,409
+2,895
| +5% | +$413K | 0.03% | 562 |
|
|
2023
Q3 | $5.89M | Buy |
54,514
+7,528
| +16% | +$813K | 0.02% | 614 |
|
|
2023
Q2 | $5.43M | Sell |
46,986
-8,763
| -16% | -$1.01M | 0.02% | 670 |
|
|
2023
Q1 | $6.24M | Buy |
55,749
+4,119
| +8% | +$461K | 0.03% | 568 |
|
|
2022
Q4 | $6.07M | Sell |
51,630
-813
| -2% | -$95.5K | 0.02% | 602 |
|
|
2022
Q3 | $4.71M | Buy |
52,443
+15,465
| +42% | +$1.39M | 0.02% | 658 |
|
|
2022
Q2 | $3.67M | Sell |
36,978
-39,809
| -52% | -$3.95M | 0.02% | 692 |
|
|
2022
Q1 | $10.1M | Sell |
76,787
-1,996
| -3% | -$263K | 0.04% | 384 |
|
|
2021
Q4 | $12.6M | Buy |
78,783
+22,472
| +40% | +$3.59M | 0.05% | 333 |
|
|
2021
Q3 | $7.32M | Sell |
56,311
-4,033
| -7% | -$524K | 0.03% | 476 |
|
|
2021
Q2 | $7.87M | Sell |
60,344
-1,312
| -2% | -$171K | 0.03% | 441 |
|
|
2021
Q1 | $7.02M | Buy |
61,656
+52,980
| +611% | +$6.03M | 0.03% | 432 |
|
|
2020
Q4 | $740K | Buy |
+8,676
| New | +$740K | ﹤0.01% | 1340 |
|
|
2020
Q3 | – | Sell |
-5,424
| Closed | -$371K | – | 2130 |
|
|
2020
Q2 | $371K | Sell |
5,424
-1,668
| -24% | -$114K | ﹤0.01% | 1511 |
|
|
2020
Q1 | $389K | Sell |
7,092
-4,342
| -38% | -$238K | ﹤0.01% | 1357 |
|
|
2019
Q4 | $1.7M | Sell |
11,434
-1,668
| -13% | -$248K | 0.01% | 856 |
|
|
2019
Q3 | $2.04M | Buy |
13,102
+1,751
| +15% | +$273K | 0.01% | 755 |
|
|
2019
Q2 | $1.81M | Buy |
11,351
+4,937
| +77% | +$789K | 0.01% | 781 |
|
|
2019
Q1 | $1.17M | Buy |
6,414
+503
| +9% | +$91.7K | 0.01% | 938 |
|
|
2018
Q4 | $993K | Buy |
5,911
+1,148
| +24% | +$193K | 0.01% | 934 |
|
|
2018
Q3 | $842K | Sell |
4,763
-249
| -5% | -$44K | 0.01% | 1133 |
|
|
2018
Q2 | $853K | Sell |
5,012
-81
| -2% | -$13.8K | 0.01% | 1071 |
|
|
2018
Q1 | $786K | Sell |
5,093
-2,130
| -29% | -$329K | 0.01% | 1073 |
|
|
2017
Q4 | $1.24M | Sell |
7,223
-282
| -4% | -$48.4K | 0.01% | 853 |
|
|
2017
Q3 | $1.21M | Sell |
7,505
-2,856
| -28% | -$460K | 0.01% | 828 |
|
|
2017
Q2 | $1.68M | Buy |
10,361
+1,235
| +14% | +$200K | 0.02% | 639 |
|
|
2017
Q1 | $1.57M | Sell |
9,126
-572
| -6% | -$98.4K | 0.02% | 657 |
|
|
2016
Q4 | $1.72M | Buy |
9,698
+1,067
| +12% | +$190K | 0.03% | 545 |
|
|
2016
Q3 | $1.79M | Sell |
8,631
-7,099
| -45% | -$1.47M | 0.03% | 463 |
|
|
2016
Q2 | $3.41M | Buy |
15,730
+7,945
| +102% | +$1.72M | 0.07% | 215 |
|
|
2016
Q1 | $1.62M | Sell |
7,785
-630
| -7% | -$131K | 0.04% | 383 |
|
|
2015
Q4 | $1.64M | Buy |
8,415
+306
| +4% | +$59.5K | 0.04% | 397 |
|
|
2015
Q3 | $1.49M | Sell |
8,109
-5,175
| -39% | -$951K | 0.04% | 407 |
|
|
2015
Q2 | $2.24M | Buy |
13,284
+6,810
| +105% | +$1.15M | 0.05% | 454 |
|
|
2015
Q1 | $1.27M | Sell |
6,474
-230
| -3% | -$45K | 0.02% | 760 |
|
|
2014
Q4 | $1.22M | Buy |
6,704
+267
| +4% | +$48.6K | 0.02% | 769 |
|
|
2014
Q3 | $1.06M | Buy |
6,437
+388
| +6% | +$63.8K | 0.02% | 815 |
|
|
2014
Q2 | $1.01M | Sell |
6,049
-1,021
| -14% | -$170K | 0.02% | 818 |
|
|
2014
Q1 | $1.09M | Buy |
7,070
+278
| +4% | +$42.9K | 0.03% | 710 |
|
|
2013
Q4 | $972K | Buy |
6,792
+238
| +4% | +$34.1K | 0.03% | 736 |
|
|
2013
Q3 | $914K | Buy |
6,554
+2,350
| +56% | +$328K | 0.03% | 687 |
|
|
2013
Q2 | $625K | Buy |
+4,204
| New | +$625K | 0.07% | 345 |
|