Jones Financial Companies’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
70,923
+7,112
| +11% | +$1.14M | 0.01% | 340 |
|
|
2025
Q1 | $10.6M | Buy |
63,811
+6,751
| +12% | +$1.12M | 0.01% | 307 |
|
|
2024
Q4 | $9.83M | Buy |
57,060
+44,491
| +354% | +$7.66M | 0.01% | 266 |
|
|
2024
Q3 | $2.11M | Buy |
12,569
+7,506
| +148% | +$1.26M | ﹤0.01% | 448 |
|
|
2024
Q2 | $769K | Buy |
5,063
+4,445
| +719% | +$675K | ﹤0.01% | 466 |
|
|
2024
Q1 | $96.6K | Buy |
618
+482
| +354% | +$75.4K | ﹤0.01% | 601 |
|
|
2023
Q4 | $19.4K | Buy |
136
+112
| +467% | +$16K | ﹤0.01% | 595 |
|
|
2023
Q3 | $2.59K | Hold |
24
| – | – | ﹤0.01% | 554 |
|
|
2023
Q2 | $2.77K | Sell |
24
-205
| -90% | -$23.7K | ﹤0.01% | 505 |
|
|
2023
Q1 | $25.6K | Sell |
229
-101
| -31% | -$11.3K | ﹤0.01% | 400 |
|
|
2022
Q4 | $39K | Buy |
330
+86
| +35% | +$10.2K | ﹤0.01% | 365 |
|
|
2022
Q3 | $22K | Sell |
244
-100
| -29% | -$9.02K | ﹤0.01% | 373 |
|
|
2022
Q2 | $33K | Sell |
344
-56
| -14% | -$5.37K | ﹤0.01% | 361 |
|
|
2022
Q1 | $53K | Sell |
400
-262
| -40% | -$34.7K | ﹤0.01% | 342 |
|
|
2021
Q4 | $106K | Buy |
662
+62
| +10% | +$9.93K | ﹤0.01% | 304 |
|
|
2021
Q3 | $78K | Sell |
600
-280
| -32% | -$36.4K | ﹤0.01% | 287 |
|
|
2021
Q2 | $115K | Buy |
+880
| New | +$115K | ﹤0.01% | 252 |
|
|
2020
Q1 | – | Sell |
-1,680
| Closed | -$250K | – | 209 |
|
|
2019
Q4 | $250K | Sell |
1,680
-193
| -10% | -$28.7K | ﹤0.01% | 196 |
|
|
2019
Q3 | $291K | Sell |
1,873
-278
| -13% | -$43.2K | ﹤0.01% | 192 |
|
|
2019
Q2 | $343K | Buy |
2,151
+140
| +7% | +$22.3K | ﹤0.01% | 183 |
|
|
2019
Q1 | $367K | Buy |
2,011
+160
| +9% | +$29.2K | ﹤0.01% | 177 |
|
|
2018
Q4 | $311K | Sell |
1,851
-166
| -8% | -$27.9K | ﹤0.01% | 184 |
|
|
2018
Q3 | $356K | Sell |
2,017
-191
| -9% | -$33.7K | ﹤0.01% | 187 |
|
|
2018
Q2 | $376K | Buy |
2,208
+17
| +0.8% | +$2.9K | ﹤0.01% | 177 |
|
|
2018
Q1 | $338K | Sell |
2,191
-1,015
| -32% | -$157K | ﹤0.01% | 185 |
|
|
2017
Q4 | $551K | Sell |
3,206
-601
| -16% | -$103K | ﹤0.01% | 174 |
|
|
2017
Q3 | $613K | Sell |
3,807
-92
| -2% | -$14.8K | ﹤0.01% | 162 |
|
|
2017
Q2 | $631K | Buy |
3,899
+119
| +3% | +$19.3K | ﹤0.01% | 161 |
|
|
2017
Q1 | $650K | Sell |
3,780
-1,321
| -26% | -$227K | ﹤0.01% | 163 |
|
|
2016
Q4 | $906K | Sell |
5,101
-1,648
| -24% | -$293K | ﹤0.01% | 150 |
|
|
2016
Q3 | $1.4M | Buy |
6,749
+517
| +8% | +$107K | 0.01% | 136 |
|
|
2016
Q2 | $1.35M | Buy |
6,232
+1,710
| +38% | +$371K | 0.01% | 137 |
|
|
2016
Q1 | $939K | Sell |
4,522
-3,783
| -46% | -$786K | 0.01% | 149 |
|
|
2015
Q4 | $1.62M | Buy |
8,305
+58
| +0.7% | +$11.3K | 0.01% | 132 |
|
|
2015
Q3 | $1.52M | Buy |
8,247
+265
| +3% | +$48.7K | 0.01% | 133 |
|
|
2015
Q2 | $1.38M | Sell |
7,982
-428
| -5% | -$74.1K | 0.01% | 137 |
|
|
2015
Q1 | $1.65M | Hold |
8,410
| – | – | 0.01% | 130 |
|
|
2014
Q4 | $1.53M | Sell |
8,410
-188
| -2% | -$34.2K | 0.01% | 139 |
|
|
2014
Q3 | $1.41M | Sell |
8,598
-545
| -6% | -$89.6K | 0.01% | 141 |
|
|
2014
Q2 | $1.52M | Buy |
9,143
+85
| +0.9% | +$14.1K | 0.01% | 131 |
|
|
2014
Q1 | $1.49M | Buy |
9,058
+5,749
| +174% | +$943K | 0.01% | 135 |
|
|
2013
Q4 | $503K | Sell |
3,309
-46
| -1% | -$6.99K | ﹤0.01% | 185 |
|
|
2013
Q3 | $497K | Buy |
3,355
+558
| +20% | +$82.7K | ﹤0.01% | 181 |
|
|
2013
Q2 | $442K | Buy |
+2,797
| New | +$442K | ﹤0.01% | 180 |
|