Kestra Advisory Services’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 | $3.96M | Buy |
24,657
+1,672
| +7% | +$269K | 0.02% | 748 |
|
|
2025
Q1 | $3.82M | Buy |
22,985
+2,132
| +10% | +$354K | 0.02% | 683 |
|
|
2024
Q4 | $3.59M | Buy |
20,853
+15,468
| +287% | +$2.66M | 0.02% | 722 |
|
|
2024
Q3 | $910K | Sell |
5,385
-16,828
| -76% | -$2.84M | 0.01% | 1378 |
|
|
2024
Q2 | $3.37M | Sell |
22,213
-427
| -2% | -$64.8K | 0.02% | 732 |
|
|
2024
Q1 | $3.54M | Buy |
22,640
+17,477
| +339% | +$2.73M | 0.02% | 643 |
|
|
2023
Q4 | $736K | Buy |
+5,163
| New | +$736K | 0.01% | 1282 |
|
|
2023
Q3 | – | Sell |
-3,312
| Closed | -$382K | – | 2222 |
|
|
2023
Q2 | $382K | Buy |
+3,312
| New | +$382K | ﹤0.01% | 1457 |
|