Lake Street Advisors Group’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.36M | Buy |
19,517
+12,590
| +182% | +$2.17M | 0.15% | 86 |
|
|
2024
Q3 | $1.17M | Sell |
6,927
-12,446
| -64% | -$2.1M | 0.05% | 193 |
|
|
2024
Q2 | $2.94M | Sell |
19,373
-221
| -1% | -$33.5K | 0.14% | 97 |
|
|
2024
Q1 | $3.07M | Sell |
19,594
-122
| -0.6% | -$19.1K | 0.14% | 100 |
|
|
2023
Q4 | $2.81M | Buy |
19,716
+114
| +0.6% | +$16.3K | 0.14% | 103 |
|
|
2023
Q3 | $2.12M | Sell |
19,602
-159
| -0.8% | -$17.2K | 0.13% | 113 |
|
|
2023
Q2 | $2.28M | Sell |
19,761
-586
| -3% | -$67.7K | 0.13% | 112 |
|
|
2023
Q1 | $2.28M | Buy |
20,347
+801
| +4% | +$89.7K | 0.14% | 102 |
|
|
2022
Q4 | $2.3M | Sell |
19,546
-1,906
| -9% | -$224K | 0.15% | 95 |
|
|
2022
Q3 | $1.93M | Buy |
21,452
+1,327
| +7% | +$119K | 0.14% | 101 |
|
|
2022
Q2 | $1.91M | Buy |
20,125
+1,083
| +6% | +$103K | 0.14% | 101 |
|
|
2022
Q1 | $2.51M | Buy |
19,042
+339
| +2% | +$44.6K | 0.16% | 89 |
|
|
2021
Q4 | $2.99M | Buy |
18,703
+29
| +0.2% | +$4.63K | 0.19% | 77 |
|
|
2021
Q3 | $2.43M | Buy |
18,674
+16,570
| +788% | +$2.15M | 0.26% | 63 |
|
|
2021
Q2 | $282K | Buy |
2,104
+86
| +4% | +$11.5K | 0.02% | 257 |
|
|
2021
Q1 | $230K | Buy |
+2,018
| New | +$230K | 0.02% | 281 |
|
|
2018
Q3 | – | Sell |
-1,507
| Closed | -$256K | – | 299 |
|
|
2018
Q2 | $256K | Sell |
1,507
-181
| -11% | -$30.7K | 0.03% | 259 |
|
|
2018
Q1 | $261K | Sell |
1,688
-7
| -0.4% | -$1.08K | 0.03% | 241 |
|
|
2017
Q4 | $291K | Buy |
+1,695
| New | +$291K | 0.03% | 224 |
|