MAI Capital Management’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 | $5.49M | Buy |
34,131
+774
| +2% | +$124K | 0.04% | 318 |
|
|
2025
Q1 | $5.54M | Buy |
33,357
+138
| +0.4% | +$22.9K | 0.04% | 308 |
|
|
2024
Q4 | $5.72M | Buy |
33,219
+30,571
| +1,154% | +$5.26M | 0.04% | 304 |
|
|
2024
Q3 | $448K | Sell |
2,648
-3,997
| -60% | -$676K | ﹤0.01% | 743 |
|
|
2024
Q2 | $1.01M | Buy |
6,645
+380
| +6% | +$57.7K | 0.01% | 583 |
|
|
2024
Q1 | $980K | Buy |
6,265
+902
| +17% | +$141K | 0.01% | 569 |
|
|
2023
Q4 | $765K | Buy |
5,363
+971
| +22% | +$138K | 0.01% | 550 |
|
|
2023
Q3 | $475K | Buy |
4,392
+503
| +13% | +$54.3K | 0.01% | 642 |
|
|
2023
Q2 | $449K | Sell |
3,889
-971
| -20% | -$112K | 0.01% | 668 |
|
|
2023
Q1 | $544K | Sell |
4,860
-810
| -14% | -$90.7K | 0.01% | 598 |
|
|
2022
Q4 | $666K | Buy |
5,670
+2,426
| +75% | +$285K | 0.01% | 520 |
|
|
2022
Q3 | $291K | Sell |
3,244
-537
| -14% | -$48.2K | 0.01% | 686 |
|
|
2022
Q2 | $359K | Buy |
3,781
+65
| +2% | +$6.17K | 0.01% | 614 |
|
|
2022
Q1 | $489K | Buy |
3,716
+127
| +4% | +$16.7K | 0.01% | 542 |
|
|
2021
Q4 | $573K | Sell |
3,589
-158
| -4% | -$25.2K | 0.01% | 511 |
|
|
2021
Q3 | $487K | Buy |
3,747
+64
| +2% | +$8.32K | 0.01% | 501 |
|
|
2021
Q2 | $481K | Buy |
3,683
+41
| +1% | +$5.36K | 0.01% | 489 |
|
|
2021
Q1 | $414K | Sell |
3,642
-1,634
| -31% | -$186K | 0.01% | 491 |
|
|
2020
Q4 | $450K | Buy |
5,276
+275
| +5% | +$23.5K | 0.01% | 444 |
|
|
2020
Q3 | $323K | Buy |
5,001
+1,338
| +37% | +$86.4K | 0.01% | 435 |
|
|
2020
Q2 | $250K | Buy |
+3,663
| New | +$250K | 0.01% | 448 |
|
|
2019
Q2 | – | Sell |
-1,178
| Closed | -$215K | – | 539 |
|
|
2019
Q1 | $215K | Sell |
1,178
-59
| -5% | -$10.8K | 0.01% | 406 |
|
|
2018
Q4 | $208K | Buy |
+1,237
| New | +$208K | 0.01% | 395 |
|