Park Avenue Securities’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
$2.83M Buy
+17,603
New +$2.83M 0.03% 417
2025
Q1
Sell
-12,420
Closed -$2.14M 1486
2024
Q4
$2.14M Buy
12,420
+71
+0.6% +$12.2K 0.02% 453
2024
Q3
$2.09M Sell
12,349
-1,573
-11% -$266K 0.02% 416
2024
Q2
$2.11M Sell
13,922
-264
-2% -$40.1K 0.03% 399
2024
Q1
$2.22M Buy
14,186
+617
+5% +$96.6K 0.03% 388
2023
Q4
$1.94M Sell
13,569
-593
-4% -$84.6K 0.03% 388
2023
Q3
$1.53M Sell
14,162
-725
-5% -$78.3K 0.02% 416
2023
Q2
$1.72M Buy
14,887
+1,146
+8% +$132K 0.03% 359
2023
Q1
$1.54M Buy
13,741
+918
+7% +$103K 0.03% 354
2022
Q4
$1.51M Buy
12,823
+171
+1% +$20.1K 0.03% 375
2022
Q3
$1.14M Sell
12,652
-1,081
-8% -$97.1K 0.02% 409
2022
Q2
$1.3M Buy
13,733
+2,990
+28% +$284K 0.03% 376
2022
Q1
$1.41M Buy
10,743
+6,554
+156% +$862K 0.02% 363
2021
Q4
$669K Buy
4,189
+526
+14% +$84K 0.01% 595
2021
Q3
$476K Buy
3,663
+517
+16% +$67.2K 0.01% 658
2021
Q2
$410K Buy
3,146
+819
+35% +$107K 0.01% 712
2021
Q1
$265K Buy
+2,327
New +$265K 0.01% 825
2019
Q2
Sell
-1,443
Closed -$264K 445
2019
Q1
$264K Buy
+1,443
New +$264K 0.01% 343