Lindbrook Capital’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
Q1 | $290K | Sell |
1,744
-600
| -26% | -$99.6K | 0.03% | 320 |
|
|
2024
Q4 | $404K | Buy |
2,344
+16
| +0.7% | +$2.76K | 0.04% | 255 |
|
|
2024
Q3 | $393K | Buy |
2,328
+602
| +35% | +$102K | 0.03% | 261 |
|
|
2024
Q2 | $262K | Buy |
1,726
+44
| +3% | +$6.68K | 0.02% | 305 |
|
|
2024
Q1 | $263K | Buy |
1,682
+33
| +2% | +$5.16K | 0.02% | 307 |
|
|
2023
Q4 | $235K | Buy |
1,649
+109
| +7% | +$15.5K | 0.02% | 317 |
|
|
2023
Q3 | $166K | Buy |
1,540
+418
| +37% | +$45.2K | 0.02% | 358 |
|
|
2023
Q2 | $130K | Sell |
1,122
-30
| -3% | -$3.46K | 0.01% | 424 |
|
|
2023
Q1 | $129K | Buy |
1,152
+88
| +8% | +$9.85K | 0.02% | 413 |
|
|
2022
Q4 | $125K | Buy |
1,064
+122
| +13% | +$14.3K | 0.02% | 438 |
|
|
2022
Q3 | $85K | Sell |
942
-639
| -40% | -$57.7K | 0.01% | 486 |
|
|
2022
Q2 | $150K | Buy |
1,581
+294
| +23% | +$27.9K | 0.02% | 349 |
|
|
2022
Q1 | $169K | Buy |
1,287
+21
| +2% | +$2.76K | 0.03% | 328 |
|
|
2021
Q4 | $202K | Buy |
1,266
+543
| +75% | +$86.6K | 0.03% | 302 |
|
|
2021
Q3 | $94K | Buy |
723
+26
| +4% | +$3.38K | 0.02% | 277 |
|
|
2021
Q2 | $91K | Hold |
697
| – | – | 0.02% | 308 |
|
|
2021
Q1 | $79K | Buy |
697
+15
| +2% | +$1.7K | 0.02% | 320 |
|
|
2020
Q4 | $58K | Buy |
682
+102
| +18% | +$8.67K | 0.01% | 360 |
|
|
2020
Q3 | $38K | Buy |
580
+162
| +39% | +$10.6K | 0.01% | 426 |
|
|
2020
Q2 | $29K | Buy |
418
+26
| +7% | +$1.8K | 0.01% | 499 |
|
|
2020
Q1 | $22K | Buy |
392
+287
| +273% | +$16.1K | 0.01% | 517 |
|
|
2019
Q4 | $16K | Sell |
105
-55
| -34% | -$8.38K | 0.01% | 804 |
|
|
2019
Q3 | $25K | Sell |
160
-95
| -37% | -$14.8K | 0.01% | 640 |
|
|
2019
Q2 | $40K | Buy |
255
+43
| +20% | +$6.75K | 0.02% | 485 |
|
|
2019
Q1 | $38K | Hold |
212
| – | – | 0.02% | 496 |
|
|
2018
Q4 | $35K | Buy |
+212
| New | +$35K | 0.02% | 453 |
|