OneDigital Investment Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.27M | Sell |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $946K | Sell |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $959K | Buy |
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|
2024
Q1 | $641K | Buy |
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|
2023
Q4 | $572K | Sell |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $376K | Sell |
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|
2023
Q1 | $390K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $58K | Hold |
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|
2019
Q1 | $66K | Hold |
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|
2018
Q4 | $61K | Sell |
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|
2018
Q3 | $65K | Hold |
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|
2018
Q2 | $62K | Sell |
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|
2018
Q1 | $58K | Sell |
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|
2017
Q4 | $65K | Buy |
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