Oliver Luxxe Assets’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 | $5.72M | Buy |
35,580
+1,276
| +4% | +$205K | 1.02% | 33 |
|
|
2025
Q1 | $5.7M | Sell |
34,304
-33,683
| -50% | -$5.59M | 1.06% | 30 |
|
|
2024
Q4 | $11.6M | Buy |
67,987
+34,104
| +101% | +$5.82M | 1.03% | 28 |
|
|
2024
Q3 | $5.73M | Sell |
33,883
-83
| -0.2% | -$14K | 1.02% | 31 |
|
|
2024
Q2 | $5.16M | Buy |
33,966
+5,355
| +19% | +$813K | 1.09% | 29 |
|
|
2024
Q1 | $4.48M | Sell |
28,611
-158
| -0.5% | -$24.7K | 0.94% | 39 |
|
|
2023
Q4 | $4.1M | Buy |
+28,769
| New | +$4.1M | 0.96% | 37 |
|
|
2022
Q2 | – | Sell |
-37,563
| Closed | -$4.94M | – | 206 |
|
|
2022
Q1 | $4.94M | Sell |
37,563
-1,865
| -5% | -$245K | 1.25% | 16 |
|
|
2021
Q4 | $6.3M | Sell |
39,428
-4,055
| -9% | -$648K | 1.59% | 7 |
|
|
2021
Q3 | $5.65M | Buy |
43,483
+2,199
| +5% | +$286K | 1.56% | 8 |
|
|
2021
Q2 | $5.39M | Buy |
41,284
+1,442
| +4% | +$188K | 1.48% | 8 |
|
|
2021
Q1 | $4.53M | Buy |
39,842
+237
| +0.6% | +$27K | 1.36% | 12 |
|
|
2020
Q4 | $3.29M | Buy |
+39,605
| New | +$3.29M | 1.03% | 32 |
|