Octavia Wealth 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 | $414K | Buy |
2,572
+20
| +0.8% | +$3.22K | 0.05% | 134 |
|
|
2025
Q1 | $424K | Buy |
2,552
+20
| +0.8% | +$3.32K | 0.05% | 135 |
|
|
2024
Q4 | $436K | Sell |
2,532
-41
| -2% | -$7.06K | 0.05% | 126 |
|
|
2024
Q3 | $435K | Buy |
2,573
+18
| +0.7% | +$3.04K | 0.05% | 131 |
|
|
2024
Q2 | $388K | Sell |
2,555
-2
| -0.1% | -$304 | 0.05% | 143 |
|
|
2024
Q1 | $400K | Sell |
2,557
-91
| -3% | -$14.2K | 0.06% | 141 |
|
|
2023
Q4 | $378K | Sell |
2,648
-124
| -4% | -$17.7K | 0.07% | 146 |
|
|
2023
Q3 | $299K | Sell |
2,772
-63
| -2% | -$6.81K | 0.06% | 146 |
|
|
2023
Q2 | $327K | Buy |
2,835
+28
| +1% | +$3.23K | 0.07% | 134 |
|
|
2023
Q1 | $314K | Sell |
2,807
-256
| -8% | -$28.7K | 0.07% | 128 |
|
|
2022
Q4 | $360K | Sell |
3,063
-19
| -0.6% | -$2.23K | 0.09% | 120 |
|
|
2022
Q3 | $277K | Buy |
3,082
+68
| +2% | +$6.11K | 0.07% | 132 |
|
|
2022
Q2 | $285K | Sell |
3,014
-20
| -0.7% | -$1.89K | 0.07% | 129 |
|
|
2022
Q1 | $399K | Sell |
3,034
-536
| -15% | -$70.5K | 0.09% | 117 |
|
|
2021
Q4 | $570K | Buy |
3,570
+32
| +0.9% | +$5.11K | 0.12% | 94 |
|
|
2021
Q3 | $463K | Sell |
3,538
-34
| -1% | -$4.45K | 0.12% | 103 |
|
|
2021
Q2 | $466K | Sell |
3,572
-515
| -13% | -$67.2K | 0.12% | 99 |
|
|
2021
Q1 | $465K | Sell |
4,087
-702
| -15% | -$79.9K | 0.14% | 98 |
|
|
2020
Q4 | $415K | Buy |
+4,789
| New | +$415K | 0.13% | 105 |
|