Kovack Advisors’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 | $280K | Sell |
1,742
-15
| -0.9% | -$2.41K | 0.03% | 486 |
|
|
2025
Q1 | $292K | Buy |
1,757
+189
| +12% | +$31.4K | 0.03% | 433 |
|
|
2024
Q4 | $270K | Buy |
1,568
+160
| +11% | +$27.6K | 0.03% | 480 |
|
|
2024
Q3 | $238K | Sell |
1,408
-346
| -20% | -$58.5K | 0.03% | 499 |
|
|
2024
Q2 | $266K | Sell |
1,754
-316
| -15% | -$48K | 0.03% | 449 |
|
|
2024
Q1 | $324K | Buy |
2,070
+103
| +5% | +$16.1K | 0.04% | 328 |
|
|
2023
Q4 | $281K | Buy |
+1,967
| New | +$281K | 0.03% | 432 |
|
|
2022
Q1 | – | Sell |
-6,692
| Closed | -$1.07M | – | 786 |
|
|
2021
Q4 | $1.07M | Buy |
6,692
+517
| +8% | +$82.6K | 0.1% | 209 |
|
|
2021
Q3 | $803K | Buy |
+6,175
| New | +$803K | 0.09% | 268 |
|
|
2020
Q4 | – | Sell |
-9,575
| Closed | -$619K | – | 614 |
|
|
2020
Q3 | $619K | Buy |
+9,575
| New | +$619K | 0.11% | 200 |
|
|
2020
Q1 | – | Sell |
-2,158
| Closed | -$321K | – | 525 |
|
|
2019
Q4 | $321K | Buy |
+2,158
| New | +$321K | 0.06% | 343 |
|