Mark Sheptoff Financial Planning’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 | $6.91K | Buy |
43
+12
| +39% | +$1.93K | ﹤0.01% | 371 |
|
|
2025
Q1 | $5.15K | Hold |
31
| – | – | ﹤0.01% | 373 |
|
|
2024
Q4 | $5.34K | Hold |
31
| – | – | ﹤0.01% | 366 |
|
|
2024
Q3 | $5.24K | Hold |
31
| – | – | ﹤0.01% | 357 |
|
|
2024
Q2 | $4.71K | Hold |
31
| – | – | ﹤0.01% | 364 |
|
|
2024
Q1 | $4.85K | Hold |
31
| – | – | ﹤0.01% | 332 |
|
|
2023
Q4 | $4.42K | Hold |
31
| – | – | ﹤0.01% | 331 |
|
|
2023
Q3 | $3.35K | Hold |
31
| – | – | ﹤0.01% | 325 |
|
|
2023
Q2 | $3.58K | Hold |
31
| – | – | ﹤0.01% | 326 |
|
|
2023
Q1 | $3.47K | Hold |
31
| – | – | ﹤0.01% | 322 |
|
|
2022
Q4 | $3.64K | Hold |
31
| – | – | ﹤0.01% | 323 |
|
|
2022
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 317 |
|
|
2022
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 329 |
|
|
2022
Q1 | $4K | Hold |
31
| – | – | ﹤0.01% | 355 |
|
|
2021
Q4 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 366 |
|
|
2018
Q2 | – | Sell |
-13
| Closed | -$2K | – | 390 |
|
|
2018
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 358 |
|
|
2017
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 352 |
|
|
2017
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 350 |
|
|
2017
Q2 | $2K | Sell |
13
-1
| -7% | -$154 | ﹤0.01% | 339 |
|
|
2017
Q1 | $2K | Buy |
14
+1
| +8% | +$143 | ﹤0.01% | 340 |
|
|
2016
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 330 |
|
|
2016
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 315 |
|
|
2016
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 310 |
|
|
2016
Q1 | $3K | Hold |
13
| – | – | ﹤0.01% | 304 |
|
|
2015
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 321 |
|
|
2015
Q3 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 353 |
|