Lido 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 | $1.92M | Sell |
11,928
-6,761
| -36% | -$1.09M | 0.01% | 551 |
|
|
2025
Q1 | $3.1M | Buy |
18,689
+2,781
| +17% | +$462K | 0.01% | 419 |
|
|
2024
Q4 | $2.74M | Buy |
15,908
+377
| +2% | +$64.9K | 0.01% | 419 |
|
|
2024
Q3 | $2.63M | Buy |
15,531
+2,667
| +21% | +$451K | 0.01% | 382 |
|
|
2024
Q2 | $1.95M | Buy |
12,864
+2,154
| +20% | +$327K | 0.01% | 424 |
|
|
2024
Q1 | $1.68M | Sell |
10,710
-2,217
| -17% | -$347K | 0.01% | 445 |
|
|
2023
Q4 | $1.84M | Buy |
12,927
+2,894
| +29% | +$413K | 0.01% | 402 |
|
|
2023
Q3 | $1.08M | Sell |
10,033
-936
| -9% | -$101K | 0.01% | 473 |
|
|
2023
Q2 | $1.27M | Buy |
10,969
+905
| +9% | +$105K | 0.01% | 430 |
|
|
2023
Q1 | $1.13M | Buy |
10,064
+1,309
| +15% | +$147K | 0.01% | 414 |
|
|
2022
Q4 | $1.03M | Sell |
8,755
-9,624
| -52% | -$1.13M | 0.01% | 371 |
|
|
2022
Q3 | $1.65M | Buy |
18,379
+662
| +4% | +$59.4K | 0.02% | 261 |
|
|
2022
Q2 | $1.68M | Buy |
17,717
+1,853
| +12% | +$176K | 0.02% | 228 |
|
|
2022
Q1 | $2.09M | Sell |
15,864
-18,597
| -54% | -$2.45M | 0.02% | 233 |
|
|
2021
Q4 | $5.51M | Buy |
34,461
+11,775
| +52% | +$1.88M | 0.06% | 145 |
|
|
2021
Q3 | $2.95M | Sell |
22,686
-2,635
| -10% | -$342K | 0.04% | 191 |
|
|
2021
Q2 | $3.3M | Buy |
25,321
+20,275
| +402% | +$2.65M | 0.05% | 175 |
|
|
2021
Q1 | $574K | Buy |
5,046
+104
| +2% | +$11.8K | 0.01% | 417 |
|
|
2020
Q4 | $427K | Sell |
4,942
-8,402
| -63% | -$726K | 0.01% | 460 |
|
|
2020
Q3 | $863K | Buy |
13,344
+4,898
| +58% | +$317K | 0.02% | 257 |
|
|
2020
Q2 | $578K | Sell |
8,446
-68
| -0.8% | -$4.65K | 0.02% | 289 |
|
|
2020
Q1 | $467K | Buy |
8,514
+1,515
| +22% | +$83.1K | 0.02% | 295 |
|
|
2019
Q4 | $1.04M | Buy |
+6,999
| New | +$1.04M | 0.04% | 227 |
|
|
2019
Q2 | – | Sell |
-1,236
| Closed | -$225K | – | 519 |
|
|
2019
Q1 | $225K | Buy |
+1,236
| New | +$225K | 0.01% | 426 |
|