Mutual Advisors’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$526K Buy
2025
Q2
$460K Buy
2025
Q1
$380K Sell
2024
Q4
$481K Sell
2024
Q3
$484K Sell
2024
Q2
$446K Sell
2024
Q1
$457K Sell
2023
Q4
$418K Sell
2023
Q3
$368K Sell
2023
Q2
$427K Sell
2023
Q1
$466K Buy
2022
Q4
$398K Buy
2022
Q3
$273K Buy
2022
Q2
$217K Buy
2022
Q1
$265K Buy
2021
Q4
$316K Buy
2021
Q3
$248K Buy
2021
Q2
$203K Buy