Oxford Financial Group’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 | $472K | Sell |
2,936
-12
| -0.4% | -$1.93K | 0.03% | 136 |
|
|
2025
Q1 | $490K | Sell |
2,948
-142
| -5% | -$23.6K | 0.03% | 133 |
|
|
2024
Q4 | $532K | Buy |
3,090
+173
| +6% | +$29.8K | 0.03% | 139 |
|
|
2024
Q3 | $493K | Buy |
2,917
+632
| +28% | +$107K | 0.03% | 145 |
|
|
2024
Q2 | $347K | Buy |
2,285
+76
| +3% | +$11.5K | 0.02% | 194 |
|
|
2024
Q1 | $346K | Sell |
2,209
-87
| -4% | -$13.6K | 0.02% | 169 |
|
|
2023
Q4 | $327K | Buy |
2,296
+260
| +13% | +$37.1K | 0.02% | 172 |
|
|
2023
Q3 | $220K | Sell |
2,036
-46
| -2% | -$4.97K | 0.02% | 202 |
|
|
2023
Q2 | $240K | Buy |
2,082
+101
| +5% | +$11.7K | 0.02% | 204 |
|
|
2023
Q1 | $222K | Buy |
1,981
+40
| +2% | +$4.48K | 0.02% | 178 |
|
|
2022
Q4 | $228K | Buy |
+1,941
| New | +$228K | 0.03% | 180 |
|
|
2022
Q3 | – | Sell |
-2,117
| Closed | -$201K | – | 268 |
|
|
2022
Q2 | $201K | Sell |
2,117
-3,501
| -62% | -$332K | 0.03% | 184 |
|
|
2022
Q1 | $739K | Buy |
5,618
+59
| +1% | +$7.76K | 0.09% | 91 |
|
|
2021
Q4 | $888K | Buy |
5,559
+48
| +0.9% | +$7.67K | 0.1% | 87 |
|
|
2021
Q3 | $716K | Buy |
5,511
+107
| +2% | +$13.9K | 0.09% | 92 |
|
|
2021
Q2 | $705K | Buy |
5,404
+52
| +1% | +$6.78K | 0.09% | 93 |
|
|
2021
Q1 | $609K | Buy |
5,352
+63
| +1% | +$7.17K | 0.08% | 95 |
|
|
2020
Q4 | $451K | Buy |
5,289
+91
| +2% | +$7.76K | 0.07% | 109 |
|
|
2020
Q3 | $336K | Sell |
5,198
-2,868
| -36% | -$185K | 0.05% | 125 |
|
|
2020
Q2 | $552K | Buy |
+8,066
| New | +$552K | 0.09% | 89 |
|