Orion Portfolio Solutions’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.85M | Buy |
11,148
+622
| +6% | +$103K | 0.02% | 748 |
|
|
2024
Q4 | $1.81M | Buy |
10,526
+387
| +4% | +$66.6K | 0.02% | 754 |
|
|
2024
Q3 | $1.71M | Buy |
10,139
+1,192
| +13% | +$201K | 0.02% | 768 |
|
|
2024
Q2 | $1.36M | Sell |
8,947
-391
| -4% | -$59.3K | 0.01% | 832 |
|
|
2024
Q1 | $1.46M | Buy |
9,338
+121
| +1% | +$18.9K | 0.02% | 804 |
|
|
2023
Q4 | $1.31M | Buy |
9,217
+997
| +12% | +$142K | 0.02% | 824 |
|
|
2023
Q3 | $888K | Sell |
8,220
-201
| -2% | -$21.7K | 0.01% | 973 |
|
|
2023
Q2 | $973K | Buy |
8,421
+571
| +7% | +$65.9K | 0.01% | 968 |
|
|
2023
Q1 | $879K | Buy |
7,850
+4,480
| +133% | +$502K | 0.01% | 930 |
|
|
2022
Q4 | $396K | Buy |
3,370
+378
| +13% | +$44.4K | 0.01% | 567 |
|
|
2022
Q3 | $269K | Buy |
2,992
+475
| +19% | +$42.7K | 0.01% | 614 |
|
|
2022
Q2 | $239K | Sell |
2,517
-165
| -6% | -$15.7K | 0.01% | 611 |
|
|
2022
Q1 | $353K | Buy |
2,682
+276
| +11% | +$36.3K | 0.01% | 534 |
|
|
2021
Q4 | $384K | Buy |
2,406
+68
| +3% | +$10.9K | 0.01% | 505 |
|
|
2021
Q3 | $304K | Buy |
2,338
+229
| +11% | +$29.8K | 0.01% | 523 |
|
|
2021
Q2 | $275K | Sell |
2,109
-51
| -2% | -$6.65K | 0.01% | 512 |
|
|
2021
Q1 | $246K | Buy |
+2,160
| New | +$246K | 0.01% | 477 |
|
|
2020
Q3 | – | Sell |
-1,759
| Closed | -$120K | – | 1804 |
|
|
2020
Q2 | $120K | Buy |
1,759
+898
| +104% | +$61.3K | 0.01% | 508 |
|
|
2020
Q1 | $47K | Buy |
861
+342
| +66% | +$18.7K | ﹤0.01% | 605 |
|
|
2019
Q4 | $77K | Buy |
+519
| New | +$77K | 0.01% | 464 |
|