Johnson Financial Group Inc (Wisconsin)’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 | $94.7K | Buy |
589
+566
| +2,461% | +$91K | ﹤0.01% | 383 |
|
|
2025
Q1 | $3.82K | Sell |
23
-16
| -41% | -$2.66K | ﹤0.01% | 808 |
|
|
2024
Q4 | $6.78K | Sell |
39
-61
| -61% | -$10.6K | ﹤0.01% | 689 |
|
|
2024
Q3 | $16.9K | Sell |
100
-400
| -80% | -$67.6K | ﹤0.01% | 617 |
|
|
2024
Q2 | $75.9K | Buy |
500
+495
| +9,900% | +$75.1K | ﹤0.01% | 407 |
|
|
2024
Q1 | $793 | Hold |
5
| – | – | ﹤0.01% | 690 |
|
|
2023
Q4 | $714 | Buy |
+5
| New | +$714 | ﹤0.01% | 804 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$2.35K | – | 703 |
|
|
2022
Q4 | $2.35K | Hold |
20
| – | – | ﹤0.01% | 568 |
|
|
2022
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 591 |
|
|
2020
Q4 | – | Sell |
-103
| Closed | -$7K | – | 522 |
|
|
2020
Q3 | $7K | Buy |
103
+89
| +636% | +$6.05K | ﹤0.01% | 393 |
|
|
2020
Q2 | $1K | Sell |
14
-28
| -67% | -$2K | ﹤0.01% | 437 |
|
|
2020
Q1 | $2K | Sell |
42
-35
| -45% | -$1.67K | ﹤0.01% | 453 |
|
|
2019
Q4 | $11K | Buy |
77
+35
| +83% | +$5K | ﹤0.01% | 404 |
|
|
2019
Q3 | $7K | Buy |
42
+7
| +20% | +$1.17K | ﹤0.01% | 465 |
|
|
2019
Q2 | $6K | Hold |
35
| – | – | ﹤0.01% | 485 |
|
|
2019
Q1 | $6K | Hold |
35
| – | – | ﹤0.01% | 458 |
|
|
2018
Q4 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 460 |
|
|
2018
Q1 | – | Sell |
-11
| Closed | -$2K | – | 597 |
|
|
2017
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 568 |
|
|
2017
Q3 | $2K | Sell |
11
-235
| -96% | -$42.7K | ﹤0.01% | 531 |
|
|
2017
Q2 | $40K | Sell |
246
-60
| -20% | -$9.76K | 0.01% | 377 |
|
|
2017
Q1 | $52K | Sell |
306
-30
| -9% | -$5.1K | 0.01% | 392 |
|
|
2016
Q4 | $60K | Hold |
336
| – | – | 0.01% | 382 |
|
|
2016
Q3 | $70K | Sell |
336
-13
| -4% | -$2.71K | 0.01% | 371 |
|
|
2016
Q2 | $76K | Hold |
349
| – | – | 0.01% | 390 |
|
|
2016
Q1 | $73K | Hold |
349
| – | – | 0.01% | 339 |
|
|
2015
Q4 | $67K | Buy |
349
+192
| +122% | +$36.9K | 0.01% | 350 |
|
|
2015
Q3 | $29K | Buy |
157
+56
| +55% | +$10.3K | 0.01% | 543 |
|
|
2015
Q2 | $18K | Hold |
101
| – | – | ﹤0.01% | 609 |
|
|
2015
Q1 | $20K | Sell |
101
-1
| -1% | -$198 | ﹤0.01% | 603 |
|
|
2014
Q4 | $18K | Sell |
102
-20
| -16% | -$3.53K | ﹤0.01% | 594 |
|
|
2014
Q3 | $20K | Buy |
122
+11
| +10% | +$1.8K | 0.01% | 548 |
|
|
2014
Q2 | $18K | Sell |
111
-60
| -35% | -$9.73K | ﹤0.01% | 552 |
|
|
2014
Q1 | $26K | Sell |
171
-207
| -55% | -$31.5K | 0.01% | 500 |
|
|
2013
Q4 | $54K | Buy |
378
+239
| +172% | +$34.1K | 0.02% | 360 |
|
|
2013
Q3 | $19K | Sell |
139
-968
| -87% | -$132K | 0.01% | 508 |
|
|
2013
Q2 | $164K | Buy |
+1,107
| New | +$164K | 0.05% | 246 |
|