Optimum 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 | $497K | Sell |
|
|||||
|
2025
Q2 | $442K | Sell |
|
|||||
|
2025
Q1 | $462K | Hold |
|
|||||
|
2024
Q4 | $479K | Sell |
|
|||||
|
2024
Q3 | $504K | Hold |
|
|||||
|
2024
Q2 | $452K | Sell |
|
|||||
|
2024
Q1 | $544K | Sell |
|
|||||
|
2023
Q4 | $532K | Sell |
|
|||||
|
2023
Q3 | $418K | Sell |
|
|||||
|
2023
Q2 | $457K | Hold |
|
|||||
|
2023
Q1 | $444K | Sell |
|
|||||
|
2022
Q4 | $481K | Hold |
|
|||||
|
2022
Q3 | $367K | Buy |
|
|||||
|
2022
Q2 | $315K | Hold |
|
|||||
|
2022
Q1 | $436K | Sell |
|
|||||
|
2021
Q4 | $540K | Hold |
|
|||||
|
2021
Q3 | $439K | Sell |
|
|||||
|
2021
Q2 | $569K | Sell |
|
|||||
|
2021
Q1 | $527K | Buy |
|
|||||
|
2020
Q4 | $394K | Sell |
|
|||||
|
2020
Q3 | $317K | Buy |
|
|||||
|
2020
Q2 | $85K | Hold |
|
|||||
|
2020
Q1 | $69K | Sell |
|
|||||
|
2019
Q4 | $201K | Buy |
|
|||||
|
2019
Q3 | $47K | Buy |
|