New England Research & Management’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 | $498K | Buy |
3,100
+595
| +24% | +$95.6K | 0.24% | 108 |
|
|
2025
Q1 | $416K | Hold |
2,505
| – | – | 0.21% | 109 |
|
|
2024
Q4 | $431K | Sell |
2,505
-75
| -3% | -$12.9K | 0.22% | 112 |
|
|
2024
Q3 | $436K | Sell |
2,580
-4,200
| -62% | -$710K | 0.2% | 120 |
|
|
2024
Q2 | $1.03M | Sell |
6,780
-100
| -1% | -$15.2K | 0.49% | 69 |
|
|
2024
Q1 | $1.08M | Sell |
6,880
-3,645
| -35% | -$571K | 0.53% | 63 |
|
|
2023
Q4 | $1.5M | Sell |
10,525
-400
| -4% | -$57K | 0.8% | 42 |
|
|
2023
Q3 | $1.18M | Sell |
10,925
-300
| -3% | -$32.4K | 0.67% | 55 |
|
|
2023
Q2 | $1.3M | Sell |
11,225
-75
| -0.7% | -$8.66K | 0.75% | 55 |
|
|
2023
Q1 | $1.27M | Sell |
11,300
-120
| -1% | -$13.4K | 0.74% | 47 |
|
|
2022
Q4 | $1.34M | Sell |
11,420
-325
| -3% | -$38.2K | 0.77% | 38 |
|
|
2022
Q3 | $1.05M | Buy |
11,745
+195
| +2% | +$17.5K | 0.66% | 55 |
|
|
2022
Q2 | $1.1M | Buy |
11,550
+2,525
| +28% | +$240K | 0.64% | 56 |
|
|
2022
Q1 | $1.19M | Buy |
9,025
+2,525
| +39% | +$332K | 0.62% | 58 |
|
|
2021
Q4 | $1.04M | Buy |
6,500
+700
| +12% | +$112K | 0.5% | 63 |
|
|
2021
Q3 | $754K | Hold |
5,800
| – | – | 0.39% | 84 |
|
|
2021
Q2 | $757K | Sell |
5,800
-225
| -4% | -$29.4K | 0.39% | 92 |
|
|
2021
Q1 | $685K | Buy |
+6,025
| New | +$685K | 0.38% | 86 |
|