LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $62.9M | Sell |
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|
2025
Q2 | $61.6M | Buy |
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|
2025
Q1 | $58M | Sell |
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|
2024
Q4 | $61.7M | Buy |
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|
2024
Q3 | $59.4M | Buy |
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|
2024
Q2 | $51.6M | Sell |
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|
2024
Q1 | $57.8M | Sell |
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|
2023
Q4 | $61.7M | Buy |
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|
2023
Q3 | $38.9M | Buy |
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|
2023
Q2 | $35.7M | Sell |
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|
2023
Q1 | $34.7M | Buy |
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|
2022
Q4 | $33.5M | Buy |
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|
2022
Q3 | $25.2M | Buy |
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|
2022
Q2 | $26.3M | Buy |
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|
2022
Q1 | $30.4M | Buy |
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|
2021
Q4 | $34.3M | Buy |
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|
2021
Q3 | $26.1M | Buy |
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|
2021
Q2 | $23.5M | Buy |
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|
2021
Q1 | $18.4M | Buy |
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|
2020
Q4 | $12.8M | Buy |
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|
2020
Q3 | $6.5M | Buy |
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|
2020
Q2 | $3.22M | Buy |
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|
2020
Q1 | $1.29M | Buy |
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|
2019
Q4 | $2.67M | Buy |
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|
2019
Q3 | $2.29M | Buy |
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|
2019
Q2 | $2.33M | Buy |
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|
2019
Q1 | $2.3M | Buy |
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|
2018
Q4 | $1.88M | Buy |
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|
2018
Q3 | $1.94M | Buy |
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|
2018
Q2 | $1.79M | Sell |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $1.56M | Buy |
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|
2017
Q3 | $1.32M | Buy |
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|
2017
Q2 | $1.13M | Sell |
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|
2017
Q1 | $1.43M | Sell |
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|
2016
Q4 | $1.61M | Sell |
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|
2016
Q3 | $2.9M | Sell |
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|
2016
Q2 | $3.83M | Sell |
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|
2016
Q1 | $6.04M | Buy |
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|
2015
Q4 | $3.54M | Buy |
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|
2015
Q3 | $1.8M | Buy |
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|
2015
Q2 | $946K | Sell |
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|
2015
Q1 | $1.54M | Sell |
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|
2014
Q4 | $1.58M | Buy |
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|
2014
Q3 | $1.17M | Sell |
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|
2014
Q2 | $1.56M | Buy |
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|
2014
Q1 | $1.29M | Buy |
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|
2013
Q4 | $581K | Buy |
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|
2013
Q3 | $574K | Sell |
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|
2013
Q2 | $657K | Buy |
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