Key Financial Inc’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $56K | Buy |
300
+43
| +17% | +$8.2K | 0.01% | 503 |
|
|
2025
Q4 | $47.6K | Sell |
257
-100
| -28% | -$18.2K | 0.01% | 531 |
|
|
2025
Q3 | $66.3K | Buy |
357
+102
| +40% | +$17.6K | 0.01% | 465 |
|
|
2025
Q2 | $41K | Hold |
255
| – | – | 0.01% | 541 |
|
|
2025
Q1 | $42.4K | Hold |
255
| – | – | 0.01% | 505 |
|
|
2024
Q4 | $43.9K | Hold |
255
| – | – | 0.01% | 499 |
|
|
2024
Q3 | $43.1K | Buy |
255
+8
| +3% | +$1.27K | 0.01% | 500 |
|
|
2024
Q2 | $37.5K | Hold |
247
| – | – | 0.01% | 518 |
|
|
2024
Q1 | $38.7K | Hold |
247
| – | – | 0.01% | 481 |
|
|
2023
Q4 | $35.2K | Hold |
247
| – | – | 0.01% | 485 |
|
|
2023
Q3 | $26.7K | Hold |
247
| – | – | 0.01% | 509 |
|
|
2023
Q2 | $28.5K | Buy |
247
+33
| +15% | +$3.59K | 0.01% | 500 |
|
|
2023
Q1 | $24K | Buy |
214
+100
| +88% | +$11.9K | 0.01% | 511 |
|
|
2022
Q4 | $10.2K | Hold |
114
| – | – | ﹤0.01% | 625 |
|
|
2022
Q3 | $10K | Hold |
114
| – | – | ﹤0.01% | 637 |
|
|
2022
Q2 | $11K | Hold |
114
| – | – | 0.01% | 614 |
|
|
2022
Q1 | $15K | Hold |
114
| – | – | 0.01% | 547 |
|
|
2021
Q4 | $18K | Hold |
114
| – | – | 0.01% | 505 |
|
|
2021
Q3 | $15K | Sell |
114
-70
| -38% | -$9.11K | 0.01% | 515 |
|
|
2021
Q2 | $23K | Hold |
184
| – | – | 0.01% | 447 |
|
|
2021
Q1 | $21K | Hold |
184
| – | – | 0.01% | 398 |
|
|
2020
Q4 | $16K | Buy |
+184
| New | +$14.1K | 0.01% | 402 |
|
|
2020
Q2 | – | Sell |
-159
| Closed | -$9K | – | 542 |
|
|
2020
Q1 | $9K | Buy |
+159
| New | +$19K | 0.01% | 423 |
|
Other funds holding SPG
VPM
VCM
