MOTCO’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 | $172K | Sell |
1,052
-34
| -3% | -$5.57K | 0.02% | 214 |
|
2025
Q1 | $180K | Buy |
1,086
+3
| +0.3% | +$498 | 0.02% | 191 |
|
2024
Q4 | $187K | Hold |
1,083
| – | – | 0.02% | 192 |
|
2024
Q3 | $183K | Sell |
1,083
-109
| -9% | -$18.4K | 0.02% | 209 |
|
2024
Q2 | $181K | Buy |
1,192
+168
| +16% | +$25.5K | 0.01% | 285 |
|
2024
Q1 | $160K | Sell |
1,024
-3
| -0.3% | -$469 | 0.01% | 293 |
|
2023
Q4 | $146K | Hold |
1,027
| – | – | 0.01% | 274 |
|
2023
Q3 | $111K | Sell |
1,027
-35
| -3% | -$3.78K | 0.01% | 282 |
|
2023
Q2 | $123K | Buy |
1,062
+38
| +4% | +$4.39K | 0.01% | 270 |
|
2023
Q1 | $115K | Buy |
1,024
+43
| +4% | +$4.82K | 0.01% | 260 |
|
2022
Q4 | $115K | Buy |
981
+39
| +4% | +$4.58K | 0.01% | 265 |
|
2022
Q3 | $85K | Hold |
942
| – | – | 0.01% | 310 |
|
2022
Q2 | $89K | Buy |
942
+112
| +13% | +$10.6K | 0.01% | 296 |
|
2022
Q1 | $109K | Sell |
830
-17
| -2% | -$2.23K | 0.01% | 287 |
|
2021
Q4 | $135K | Sell |
847
-59
| -7% | -$9.4K | 0.01% | 266 |
|
2021
Q3 | $118K | Hold |
906
| – | – | 0.01% | 273 |
|
2021
Q2 | $118K | Buy |
906
+2
| +0.2% | +$260 | 0.01% | 285 |
|
2021
Q1 | $103K | Sell |
904
-677
| -43% | -$77.1K | 0.01% | 287 |
|
2020
Q4 | $135K | Hold |
1,581
| – | – | 0.01% | 272 |
|
2020
Q3 | $102K | Buy |
1,581
+33
| +2% | +$2.13K | 0.01% | 275 |
|
2020
Q2 | $106K | Sell |
1,548
-140
| -8% | -$9.59K | 0.01% | 251 |
|
2020
Q1 | $93K | Buy |
1,688
+24
| +1% | +$1.32K | 0.01% | 258 |
|
2019
Q4 | $248K | Buy |
1,664
+300
| +22% | +$44.7K | 0.02% | 196 |
|
2019
Q3 | $212K | Sell |
1,364
-303
| -18% | -$47.1K | 0.02% | 214 |
|
2019
Q2 | $266K | Buy |
1,667
+314
| +23% | +$50.1K | 0.02% | 201 |
|
2019
Q1 | $247K | Hold |
1,353
| – | – | 0.02% | 195 |
|
2018
Q4 | $227K | Sell |
1,353
-18
| -1% | -$3.02K | 0.03% | 193 |
|
2018
Q3 | $242K | Sell |
1,371
-84
| -6% | -$14.8K | 0.02% | 194 |
|
2018
Q2 | $248K | Sell |
1,455
-1,029
| -41% | -$175K | 0.03% | 181 |
|
2018
Q1 | $383K | Sell |
2,484
-804
| -24% | -$124K | 0.04% | 158 |
|
2017
Q4 | $565K | Hold |
3,288
| – | – | 0.06% | 145 |
|
2017
Q3 | $529K | Hold |
3,288
| – | – | 0.05% | 149 |
|
2017
Q2 | $532K | Buy |
3,288
+370
| +13% | +$59.9K | 0.06% | 149 |
|
2017
Q1 | $502K | Buy |
2,918
+155
| +6% | +$26.7K | 0.05% | 151 |
|
2016
Q4 | $491K | Hold |
2,763
| – | – | 0.05% | 151 |
|
2016
Q3 | $572K | Sell |
2,763
-358
| -11% | -$74.1K | 0.06% | 149 |
|
2016
Q2 | $677K | Sell |
3,121
-434
| -12% | -$94.1K | 0.08% | 142 |
|
2016
Q1 | $738K | Buy |
3,555
+14
| +0.4% | +$2.91K | 0.08% | 143 |
|
2015
Q4 | $689K | Sell |
3,541
-73
| -2% | -$14.2K | 0.08% | 142 |
|
2015
Q3 | $664K | Buy |
3,614
+135
| +4% | +$24.8K | 0.08% | 139 |
|
2015
Q2 | $602K | Sell |
3,479
-80
| -2% | -$13.8K | 0.07% | 143 |
|
2015
Q1 | $696K | Sell |
3,559
-140
| -4% | -$27.4K | 0.08% | 145 |
|
2014
Q4 | $674K | Sell |
3,699
-45
| -1% | -$8.2K | 0.07% | 147 |
|
2014
Q3 | $616K | Buy |
3,744
+384
| +11% | +$63.2K | 0.07% | 147 |
|
2014
Q2 | $559K | Sell |
3,360
-212
| -6% | -$35.3K | 0.06% | 146 |
|
2014
Q1 | $551K | Buy |
3,572
+22
| +0.6% | +$3.39K | 0.06% | 142 |
|
2013
Q4 | $508K | Buy |
3,550
+106
| +3% | +$15.2K | 0.06% | 147 |
|
2013
Q3 | $480K | Buy |
3,444
+159
| +5% | +$22.2K | 0.06% | 151 |
|
2013
Q2 | $488K | Buy |
+3,285
| New | +$488K | 0.06% | 148 |
|