Novare Capital 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 | $348K | Buy |
2,165
+15
| +0.7% | +$2.41K | 0.03% | 152 |
|
|
2025
Q1 | $357K | Hold |
2,150
| – | – | 0.03% | 149 |
|
|
2024
Q4 | $370K | Sell |
2,150
-50
| -2% | -$8.61K | 0.03% | 148 |
|
|
2024
Q3 | $372K | Hold |
2,200
| – | – | 0.03% | 145 |
|
|
2024
Q2 | $334K | Sell |
2,200
-445
| -17% | -$67.6K | 0.03% | 144 |
|
|
2024
Q1 | $414K | Buy |
2,645
+435
| +20% | +$68.1K | 0.04% | 135 |
|
|
2023
Q4 | $315K | Hold |
2,210
| – | – | 0.03% | 141 |
|
|
2023
Q3 | $239K | Hold |
2,210
| – | – | 0.03% | 153 |
|
|
2023
Q2 | $255K | Hold |
2,210
| – | – | 0.03% | 156 |
|
|
2023
Q1 | $247K | Buy |
2,210
+100
| +5% | +$11.2K | 0.03% | 155 |
|
|
2022
Q4 | $248K | Buy |
+2,110
| New | +$248K | 0.03% | 157 |
|
|
2022
Q3 | – | Sell |
-2,110
| Closed | -$200K | – | 175 |
|
|
2022
Q2 | $200K | Sell |
2,110
-50
| -2% | -$4.74K | 0.02% | 160 |
|
|
2022
Q1 | $284K | Buy |
2,160
+502
| +30% | +$66K | 0.03% | 146 |
|
|
2021
Q4 | $265K | Sell |
1,658
-663
| -29% | -$106K | 0.03% | 147 |
|
|
2021
Q3 | $302K | Sell |
2,321
-8
| -0.3% | -$1.04K | 0.03% | 129 |
|
|
2021
Q2 | $304K | Buy |
+2,329
| New | +$304K | 0.03% | 128 |
|