LPL Financial’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 | $61.6M | Buy |
383,468
+34,310
| +10% | +$5.52M | 0.02% | 664 |
|
|
2025
Q1 | $58M | Sell |
349,158
-9,256
| -3% | -$1.54M | 0.02% | 627 |
|
|
2024
Q4 | $61.7M | Buy |
358,414
+7,087
| +2% | +$1.22M | 0.03% | 561 |
|
|
2024
Q3 | $59.4M | Buy |
351,327
+11,572
| +3% | +$1.96M | 0.03% | 551 |
|
|
2024
Q2 | $51.6M | Sell |
339,755
-29,865
| -8% | -$4.53M | 0.03% | 549 |
|
|
2024
Q1 | $57.8M | Sell |
369,620
-63,260
| -15% | -$9.9M | 0.03% | 497 |
|
|
2023
Q4 | $61.7M | Buy |
432,880
+72,764
| +20% | +$10.4M | 0.04% | 431 |
|
|
2023
Q3 | $38.9M | Buy |
360,116
+51,380
| +17% | +$5.55M | 0.03% | 542 |
|
|
2023
Q2 | $35.7M | Sell |
308,736
-1,160
| -0.4% | -$134K | 0.03% | 550 |
|
|
2023
Q1 | $34.7M | Buy |
309,896
+24,857
| +9% | +$2.78M | 0.03% | 523 |
|
|
2022
Q4 | $33.5M | Buy |
285,039
+4,250
| +2% | +$499K | 0.03% | 503 |
|
|
2022
Q3 | $25.2M | Buy |
280,789
+4,167
| +2% | +$374K | 0.02% | 545 |
|
|
2022
Q2 | $26.3M | Buy |
276,622
+45,831
| +20% | +$4.35M | 0.02% | 533 |
|
|
2022
Q1 | $30.4M | Buy |
230,791
+16,067
| +7% | +$2.11M | 0.03% | 501 |
|
|
2021
Q4 | $34.3M | Buy |
214,724
+13,802
| +7% | +$2.21M | 0.03% | 471 |
|
|
2021
Q3 | $26.1M | Buy |
200,922
+20,883
| +12% | +$2.71M | 0.02% | 515 |
|
|
2021
Q2 | $23.5M | Buy |
180,039
+18,531
| +11% | +$2.42M | 0.02% | 534 |
|
|
2021
Q1 | $18.4M | Buy |
161,508
+11,059
| +7% | +$1.26M | 0.02% | 573 |
|
|
2020
Q4 | $12.8M | Buy |
150,449
+49,886
| +50% | +$4.25M | 0.02% | 634 |
|
|
2020
Q3 | $6.5M | Buy |
100,563
+53,513
| +114% | +$3.46M | 0.01% | 824 |
|
|
2020
Q2 | $3.22M | Buy |
47,050
+23,460
| +99% | +$1.6M | 0.01% | 1092 |
|
|
2020
Q1 | $1.29M | Buy |
23,590
+5,643
| +31% | +$310K | ﹤0.01% | 1450 |
|
|
2019
Q4 | $2.67M | Buy |
17,947
+3,262
| +22% | +$486K | ﹤0.01% | 1174 |
|
|
2019
Q3 | $2.29M | Buy |
14,685
+95
| +0.7% | +$14.8K | ﹤0.01% | 1179 |
|
|
2019
Q2 | $2.33M | Buy |
14,590
+1,954
| +15% | +$312K | 0.01% | 1164 |
|
|
2019
Q1 | $2.3M | Buy |
12,636
+1,448
| +13% | +$264K | 0.01% | 1119 |
|
|
2018
Q4 | $1.88M | Buy |
11,188
+235
| +2% | +$39.5K | 0.01% | 1106 |
|
|
2018
Q3 | $1.94M | Buy |
10,953
+421
| +4% | +$74.4K | ﹤0.01% | 1201 |
|
|
2018
Q2 | $1.79M | Sell |
10,532
-308
| -3% | -$52.4K | ﹤0.01% | 1203 |
|
|
2018
Q1 | $1.67M | Buy |
10,840
+1,780
| +20% | +$275K | ﹤0.01% | 1223 |
|
|
2017
Q4 | $1.56M | Buy |
9,060
+861
| +11% | +$148K | ﹤0.01% | 1226 |
|
|
2017
Q3 | $1.32M | Buy |
8,199
+1,194
| +17% | +$192K | ﹤0.01% | 1233 |
|
|
2017
Q2 | $1.13M | Sell |
7,005
-1,191
| -15% | -$193K | ﹤0.01% | 1291 |
|
|
2017
Q1 | $1.43M | Sell |
8,196
-643
| -7% | -$112K | 0.01% | 1021 |
|
|
2016
Q4 | $1.61M | Sell |
8,839
-5,720
| -39% | -$1.04M | 0.01% | 906 |
|
|
2016
Q3 | $2.9M | Sell |
14,559
-3,037
| -17% | -$605K | 0.03% | 585 |
|
|
2016
Q2 | $3.83M | Sell |
17,596
-11,575
| -40% | -$2.52M | 0.03% | 462 |
|
|
2016
Q1 | $6.04M | Buy |
29,171
+11,123
| +62% | +$2.3M | 0.02% | 630 |
|
|
2015
Q4 | $3.54M | Buy |
18,048
+8,646
| +92% | +$1.7M | 0.01% | 872 |
|
|
2015
Q3 | $1.8M | Buy |
9,402
+4,008
| +74% | +$766K | 0.01% | 890 |
|
|
2015
Q2 | $946K | Sell |
5,394
-2,398
| -31% | -$421K | ﹤0.01% | 1411 |
|
|
2015
Q1 | $1.54M | Sell |
7,792
-874
| -10% | -$173K | 0.01% | 1066 |
|
|
2014
Q4 | $1.58M | Buy |
8,666
+1,551
| +22% | +$282K | 0.01% | 1033 |
|
|
2014
Q3 | $1.17M | Sell |
7,115
-2,265
| -24% | -$373K | 0.01% | 1168 |
|
|
2014
Q2 | $1.56M | Buy |
9,380
+987
| +12% | +$164K | 0.01% | 1043 |
|
|
2014
Q1 | $1.3M | Buy |
8,393
+4,334
| +107% | +$669K | 0.01% | 1099 |
|
|
2013
Q4 | $581K | Buy |
4,059
+107
| +3% | +$15.3K | ﹤0.01% | 1625 |
|
|
2013
Q3 | $574K | Sell |
3,952
-473
| -11% | -$68.7K | ﹤0.01% | 1551 |
|
|
2013
Q2 | $657K | Buy |
+4,425
| New | +$657K | ﹤0.01% | 1382 |
|