LIA
LS Investment Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
2,336
-525
| -18% | -$84.4K | 0.05% | 116 |
|
|
2025
Q1 | $475K | Buy |
2,861
+545
| +24% | +$90.5K | 0.07% | 106 |
|
|
2024
Q4 | $399K | Buy |
2,316
+535
| +30% | +$92.1K | 0.06% | 115 |
|
|
2024
Q3 | $301K | Buy |
+1,781
| New | +$301K | 0.04% | 125 |
|
|
2021
Q3 | – | Sell |
-1,618
| Closed | -$211K | – | 168 |
|
|
2021
Q2 | $211K | Sell |
1,618
-5,512
| -77% | -$719K | 0.03% | 146 |
|
|
2021
Q1 | $811K | Sell |
7,130
-1,122
| -14% | -$128K | 0.05% | 260 |
|
|
2020
Q4 | $704K | Sell |
8,252
-169
| -2% | -$14.4K | 0.04% | 333 |
|
|
2020
Q3 | $545K | Buy |
8,421
+7
| +0.1% | +$453 | 0.03% | 364 |
|
|
2020
Q2 | $575K | Buy |
8,414
+1,086
| +15% | +$74.2K | 0.04% | 332 |
|
|
2020
Q1 | $402K | Sell |
7,328
-9,058
| -55% | -$497K | 0.03% | 385 |
|
|
2019
Q4 | $2.44M | Sell |
16,386
-101
| -0.6% | -$15K | 0.13% | 162 |
|
|
2019
Q3 | $2.57M | Buy |
16,487
+962
| +6% | +$150K | 0.15% | 141 |
|
|
2019
Q2 | $2.48M | Buy |
15,525
+384
| +3% | +$61.3K | 0.15% | 145 |
|
|
2019
Q1 | $2.76M | Buy |
15,141
+150
| +1% | +$27.3K | 0.17% | 127 |
|
|
2018
Q4 | $2.52M | Buy |
14,991
+4,003
| +36% | +$672K | 0.18% | 128 |
|
|
2018
Q3 | $1.94M | Sell |
10,988
-84
| -0.8% | -$14.8K | 0.11% | 182 |
|
|
2018
Q2 | $1.88M | Sell |
11,072
-368
| -3% | -$62.6K | 0.11% | 186 |
|
|
2018
Q1 | $1.77M | Sell |
11,440
-13
| -0.1% | -$2.01K | 0.11% | 200 |
|
|
2017
Q4 | $1.97M | Buy |
11,453
+90
| +0.8% | +$15.5K | 0.11% | 178 |
|
|
2017
Q3 | $1.83M | Sell |
11,363
-18
| -0.2% | -$2.9K | 0.11% | 181 |
|
|
2017
Q2 | $1.84M | Sell |
11,381
-4,565
| -29% | -$738K | 0.11% | 180 |
|
|
2017
Q1 | $2.74M | Buy |
15,946
+208
| +1% | +$35.8K | 0.18% | 123 |
|
|
2016
Q4 | $2.8M | Buy |
15,738
+1,237
| +9% | +$220K | 0.2% | 100 |
|
|
2016
Q3 | $3M | Sell |
14,501
-1,589
| -10% | -$329K | 0.22% | 91 |
|
|
2016
Q2 | $3.49M | Buy |
16,090
+1,222
| +8% | +$265K | 0.24% | 90 |
|
|
2016
Q1 | $3.09M | Buy |
14,868
+411
| +3% | +$85.4K | 0.23% | 96 |
|
|
2015
Q4 | $2.81M | Buy |
14,457
+874
| +6% | +$170K | 0.22% | 96 |
|
|
2015
Q3 | $2.5M | Sell |
13,583
-725
| -5% | -$133K | 0.2% | 97 |
|
|
2015
Q2 | $2.48M | Sell |
14,308
-1,170
| -8% | -$202K | 0.18% | 116 |
|
|
2015
Q1 | $3.03M | Sell |
15,478
-970
| -6% | -$190K | 0.23% | 94 |
|
|
2014
Q4 | $3M | Buy |
16,448
+1,299
| +9% | +$237K | 0.24% | 84 |
|
|
2014
Q3 | $2.49M | Buy |
15,149
+6,165
| +69% | +$1.01M | 0.21% | 107 |
|
|
2014
Q2 | $1.49M | Sell |
8,984
-3,149
| -26% | -$524K | 0.13% | 169 |
|
|
2014
Q1 | $1.99M | Buy |
12,133
+2,506
| +26% | +$411K | 0.16% | 128 |
|
|
2013
Q4 | $1.47M | Sell |
9,627
-1,723
| -15% | -$262K | 0.13% | 141 |
|
|
2013
Q3 | $1.68M | Buy |
11,350
+1,461
| +15% | +$217K | 0.2% | 105 |
|
|
2013
Q2 | $1.56M | Buy |
+9,889
| New | +$1.56M | 0.2% | 107 |
|