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