NewEdge 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 | $4.57M | Buy |
28,444
+3,372
| +13% | +$542K | 0.02% | 602 |
|
|
2025
Q1 | $4.16M | Sell |
25,072
-291
| -1% | -$48.3K | 0.02% | 570 |
|
|
2024
Q4 | $4.37M | Buy |
25,363
+11,898
| +88% | +$2.05M | 0.03% | 543 |
|
|
2024
Q3 | $2.28M | Buy |
13,465
+65
| +0.5% | +$11K | 0.01% | 730 |
|
|
2024
Q2 | $2.03M | Buy |
13,400
+1,654
| +14% | +$251K | 0.01% | 741 |
|
|
2024
Q1 | $1.84M | Buy |
11,746
+132
| +1% | +$20.7K | 0.02% | 729 |
|
|
2023
Q4 | $1.66M | Buy |
11,614
+2,068
| +22% | +$295K | 0.02% | 734 |
|
|
2023
Q3 | $1.03M | Sell |
9,546
-1,194
| -11% | -$129K | 0.01% | 853 |
|
|
2023
Q2 | $1.24M | Buy |
10,740
+582
| +6% | +$67.2K | 0.01% | 769 |
|
|
2023
Q1 | $1.14M | Sell |
10,158
-1,370
| -12% | -$153K | 0.01% | 738 |
|
|
2022
Q4 | $693K | Buy |
11,528
+4,414
| +62% | +$265K | 0.02% | 653 |
|
|
2022
Q3 | $638K | Sell |
7,114
-4,550
| -39% | -$408K | 0.01% | 846 |
|
|
2022
Q2 | $1.11M | Sell |
11,664
-2,107
| -15% | -$200K | 0.02% | 632 |
|
|
2022
Q1 | $1.81M | Sell |
13,771
-1,201
| -8% | -$158K | 0.03% | 449 |
|
|
2021
Q4 | $2.39M | Buy |
14,972
+13,051
| +679% | +$2.09M | 0.04% | 396 |
|
|
2021
Q3 | $250K | Buy |
1,921
+38
| +2% | +$4.95K | 0.01% | 963 |
|
|
2021
Q2 | $246K | Buy |
+1,883
| New | +$246K | 0.01% | 976 |
|
|
2020
Q1 | – | Sell |
-3,536
| Closed | -$526K | – | 890 |
|
|
2019
Q4 | $526K | Sell |
3,536
-1,803
| -34% | -$268K | 0.02% | 507 |
|
|
2019
Q3 | $830K | Sell |
5,339
-1,346
| -20% | -$209K | 0.04% | 371 |
|
|
2019
Q2 | $1.07M | Buy |
6,685
+278
| +4% | +$44.4K | 0.07% | 270 |
|
|
2019
Q1 | $1.17M | Buy |
6,407
+361
| +6% | +$65.8K | 0.08% | 253 |
|
|
2018
Q4 | $1.02K | Buy |
6,046
+4,575
| +311% | +$769 | 0.07% | 252 |
|
|
2018
Q3 | $260K | Buy |
1,471
+19
| +1% | +$3.36K | 0.02% | 533 |
|
|
2018
Q2 | $246 | Sell |
1,452
-163
| -10% | -$28 | 0.02% | 459 |
|
|
2018
Q1 | $247K | Buy |
1,615
+308
| +24% | +$47.1K | 0.03% | 400 |
|
|
2017
Q4 | $221K | Buy |
1,307
+43
| +3% | +$7.27K | 0.03% | 377 |
|
|
2017
Q3 | $203K | Buy |
1,264
+1,081
| +591% | +$174K | 0.03% | 357 |
|
|
2017
Q2 | $28.4K | Buy |
+183
| New | +$28.4K | ﹤0.01% | 632 |
|
|
2015
Q3 | – | Sell |
-4,521
| Closed | -$782K | – | 63 |
|
|
2015
Q2 | $782K | Buy |
4,521
+210
| +5% | +$36.3K | 0.66% | 46 |
|
|
2015
Q1 | $843K | Buy |
+4,311
| New | +$843K | 0.6% | 43 |
|