OneDigital Investment 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 | $1.14M | Buy |
7,076
+1,382
| +24% | +$222K | 0.01% | 595 |
|
|
2025
Q1 | $946K | Sell |
5,694
-620
| -10% | -$103K | 0.01% | 625 |
|
|
2024
Q4 | $1.09M | Sell |
6,314
-195
| -3% | -$33.6K | 0.01% | 610 |
|
|
2024
Q3 | $1.1M | Buy |
6,509
+190
| +3% | +$32.1K | 0.01% | 618 |
|
|
2024
Q2 | $959K | Buy |
6,319
+2,226
| +54% | +$338K | 0.01% | 637 |
|
|
2024
Q1 | $641K | Buy |
4,093
+84
| +2% | +$13.1K | 0.01% | 649 |
|
|
2023
Q4 | $572K | Sell |
4,009
-197
| -5% | -$28.1K | 0.01% | 664 |
|
|
2023
Q3 | $454K | Buy |
4,206
+952
| +29% | +$103K | 0.01% | 682 |
|
|
2023
Q2 | $376K | Sell |
3,254
-232
| -7% | -$26.8K | 0.01% | 735 |
|
|
2023
Q1 | $390K | Buy |
+3,486
| New | +$390K | 0.01% | 694 |
|
|
2019
Q3 | – | Sell |
-363
| Closed | -$58K | – | 1022 |
|
|
2019
Q2 | $58K | Hold |
363
| – | – | ﹤0.01% | 545 |
|
|
2019
Q1 | $66K | Hold |
363
| – | – | 0.01% | 448 |
|
|
2018
Q4 | $61K | Sell |
363
-4
| -1% | -$672 | 0.01% | 421 |
|
|
2018
Q3 | $65K | Hold |
367
| – | – | 0.02% | 354 |
|
|
2018
Q2 | $62K | Sell |
367
-6
| -2% | -$1.01K | 0.01% | 441 |
|
|
2018
Q1 | $58K | Sell |
373
-5
| -1% | -$777 | 0.01% | 483 |
|
|
2017
Q4 | $65K | Buy |
+378
| New | +$65K | 0.01% | 438 |
|