Optimum 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 | $442K | Sell |
2,749
-30
| -1% | -$4.82K | 0.19% | 102 |
|
|
2025
Q1 | $462K | Hold |
2,779
| – | – | 0.22% | 94 |
|
|
2024
Q4 | $479K | Sell |
2,779
-200
| -7% | -$34.4K | 0.21% | 97 |
|
|
2024
Q3 | $504K | Hold |
2,979
| – | – | 0.22% | 99 |
|
|
2024
Q2 | $452K | Sell |
2,979
-500
| -14% | -$75.9K | 0.2% | 108 |
|
|
2024
Q1 | $544K | Sell |
3,479
-250
| -7% | -$39.1K | 0.25% | 89 |
|
|
2023
Q4 | $532K | Sell |
3,729
-137
| -4% | -$19.5K | 0.27% | 87 |
|
|
2023
Q3 | $418K | Sell |
3,866
-95
| -2% | -$10.3K | 0.21% | 113 |
|
|
2023
Q2 | $457K | Hold |
3,961
| – | – | 0.22% | 108 |
|
|
2023
Q1 | $444K | Sell |
3,961
-130
| -3% | -$14.6K | 0.23% | 107 |
|
|
2022
Q4 | $481K | Hold |
4,091
| – | – | 0.26% | 96 |
|
|
2022
Q3 | $367K | Buy |
4,091
+777
| +23% | +$69.7K | 0.2% | 117 |
|
|
2022
Q2 | $315K | Hold |
3,314
| – | – | 0.16% | 137 |
|
|
2022
Q1 | $436K | Sell |
3,314
-64
| -2% | -$8.42K | 0.18% | 120 |
|
|
2021
Q4 | $540K | Hold |
3,378
| – | – | 0.21% | 106 |
|
|
2021
Q3 | $439K | Sell |
3,378
-982
| -23% | -$128K | 0.19% | 121 |
|
|
2021
Q2 | $569K | Sell |
4,360
-274
| -6% | -$35.8K | 0.18% | 126 |
|
|
2021
Q1 | $527K | Buy |
4,634
+14
| +0.3% | +$1.59K | 0.15% | 137 |
|
|
2020
Q4 | $394K | Sell |
4,620
-280
| -6% | -$23.9K | 0.12% | 162 |
|
|
2020
Q3 | $317K | Buy |
4,900
+3,650
| +292% | +$236K | 0.11% | 167 |
|
|
2020
Q2 | $85K | Hold |
1,250
| – | – | 0.03% | 351 |
|
|
2020
Q1 | $69K | Sell |
1,250
-100
| -7% | -$5.52K | 0.03% | 364 |
|
|
2019
Q4 | $201K | Buy |
1,350
+1,050
| +350% | +$156K | 0.06% | 274 |
|
|
2019
Q3 | $47K | Buy |
+300
| New | +$47K | 0.01% | 525 |
|