North Star Investment 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 | $251K | Hold |
1,560
| – | – | 0.02% | 393 |
|
|
2025
Q1 | $259K | Hold |
1,560
| – | – | 0.02% | 379 |
|
|
2024
Q4 | $269K | Hold |
1,560
| – | – | 0.02% | 378 |
|
|
2024
Q3 | $264K | Sell |
1,560
-170
| -10% | -$28.7K | 0.02% | 375 |
|
|
2024
Q2 | $263K | Sell |
1,730
-41
| -2% | -$6.22K | 0.02% | 380 |
|
|
2024
Q1 | $277K | Buy |
1,771
+41
| +2% | +$6.41K | 0.02% | 385 |
|
|
2023
Q4 | $247K | Sell |
1,730
-10
| -0.6% | -$1.43K | 0.02% | 397 |
|
|
2023
Q3 | $188K | Hold |
1,740
| – | – | 0.02% | 423 |
|
|
2023
Q2 | $201K | Hold |
1,740
| – | – | 0.02% | 422 |
|
|
2023
Q1 | $195K | Hold |
1,740
| – | – | 0.02% | 430 |
|
|
2022
Q4 | $204K | Buy |
1,740
+10
| +0.6% | +$1.18K | 0.02% | 412 |
|
|
2022
Q3 | $155K | Hold |
1,730
| – | – | 0.02% | 391 |
|
|
2022
Q2 | $164K | Buy |
1,730
+800
| +86% | +$75.8K | 0.01% | 390 |
|
|
2022
Q1 | $122K | Hold |
930
| – | – | 0.01% | 438 |
|
|
2021
Q4 | $149K | Buy |
930
+830
| +830% | +$133K | 0.01% | 429 |
|
|
2021
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 821 |
|
|
2021
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 810 |
|
|
2021
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 792 |
|
|
2020
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 798 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 831 |
|
|
2020
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 775 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 817 |
|
|
2019
Q4 | $15K | Hold |
100
| – | – | ﹤0.01% | 755 |
|
|
2019
Q3 | $16K | Buy |
+100
| New | +$16K | ﹤0.01% | 742 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$18K | – | 850 |
|
|
2019
Q1 | $18K | Hold |
100
| – | – | ﹤0.01% | 739 |
|
|
2018
Q4 | $17K | Hold |
100
| – | – | ﹤0.01% | 720 |
|
|
2018
Q3 | $18K | Hold |
100
| – | – | ﹤0.01% | 748 |
|
|
2018
Q2 | $17K | Hold |
100
| – | – | ﹤0.01% | 763 |
|
|
2018
Q1 | $15K | Hold |
100
| – | – | ﹤0.01% | 777 |
|
|
2017
Q4 | $17K | Hold |
100
| – | – | ﹤0.01% | 750 |
|
|
2017
Q3 | $16K | Buy |
+100
| New | +$16K | ﹤0.01% | 756 |
|
|
2015
Q4 | – | Sell |
-191
| Closed | -$35K | – | 837 |
|
|
2015
Q3 | $35K | Buy |
191
+1
| +0.5% | +$183 | 0.01% | 438 |
|
|
2015
Q2 | $33K | Hold |
190
| – | – | 0.01% | 434 |
|
|
2015
Q1 | $37K | Buy |
190
+5
| +3% | +$974 | 0.01% | 416 |
|
|
2014
Q4 | $34K | Buy |
+185
| New | +$34K | 0.01% | 417 |
|