Mutual Advisors’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 | $460K | Buy |
2,754
+331
| +14% | +$55.3K | 0.01% | 823 |
|
|
2025
Q1 | $380K | Sell |
2,423
-361
| -13% | -$56.6K | 0.01% | 819 |
|
|
2024
Q4 | $481K | Sell |
2,784
-10
| -0.4% | -$1.73K | 0.01% | 713 |
|
|
2024
Q3 | $484K | Sell |
2,794
-122
| -4% | -$21.2K | 0.01% | 719 |
|
|
2024
Q2 | $446K | Sell |
2,916
-4
| -0.1% | -$611 | 0.01% | 747 |
|
|
2024
Q1 | $457K | Sell |
2,920
-13
| -0.4% | -$2.03K | 0.01% | 724 |
|
|
2023
Q4 | $418K | Sell |
2,933
-470
| -14% | -$67K | 0.01% | 705 |
|
|
2023
Q3 | $368K | Sell |
3,403
-297
| -8% | -$32.1K | 0.01% | 714 |
|
|
2023
Q2 | $427K | Sell |
3,700
-461
| -11% | -$53.2K | 0.02% | 687 |
|
|
2023
Q1 | $466K | Buy |
4,161
+775
| +23% | +$86.8K | 0.02% | 644 |
|
|
2022
Q4 | $398K | Buy |
3,386
+342
| +11% | +$40.2K | 0.02% | 653 |
|
|
2022
Q3 | $273K | Buy |
3,044
+755
| +33% | +$67.7K | 0.01% | 740 |
|
|
2022
Q2 | $217K | Buy |
2,289
+275
| +14% | +$26.1K | 0.01% | 771 |
|
|
2022
Q1 | $265K | Buy |
2,014
+36
| +2% | +$4.74K | 0.01% | 747 |
|
|
2021
Q4 | $316K | Buy |
1,978
+67
| +4% | +$10.7K | 0.02% | 726 |
|
|
2021
Q3 | $248K | Buy |
1,911
+352
| +23% | +$45.7K | 0.01% | 766 |
|
|
2021
Q2 | $203K | Buy |
+1,559
| New | +$203K | 0.01% | 789 |
|