Personal CFO Solutions’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 | $417K | Buy |
2,596
+50
| +2% | +$8.04K | 0.08% | 253 |
|
|
2025
Q1 | $423K | Buy |
2,546
+30
| +1% | +$4.98K | 0.09% | 246 |
|
|
2024
Q4 | $433K | Sell |
2,516
-6,140
| -71% | -$1.06M | 0.09% | 228 |
|
|
2024
Q3 | $1.46M | Buy |
8,656
+173
| +2% | +$29.2K | 0.2% | 90 |
|
|
2024
Q2 | $1.29M | Buy |
8,483
+213
| +3% | +$32.3K | 0.2% | 94 |
|
|
2024
Q1 | $1.29M | Sell |
8,270
-2,932
| -26% | -$459K | 0.2% | 98 |
|
|
2023
Q4 | $1.6M | Buy |
11,202
+1,209
| +12% | +$172K | 0.28% | 68 |
|
|
2023
Q3 | $1.08M | Sell |
9,993
-319
| -3% | -$34.5K | 0.21% | 91 |
|
|
2023
Q2 | $1.19M | Buy |
10,312
+330
| +3% | +$38.1K | 0.24% | 82 |
|
|
2023
Q1 | $1.12M | Buy |
9,982
+122
| +1% | +$13.7K | 0.23% | 83 |
|
|
2022
Q4 | $1.16M | Buy |
9,860
+4,935
| +100% | +$580K | 0.25% | 74 |
|
|
2022
Q3 | $442K | Buy |
4,925
+418
| +9% | +$37.5K | 0.11% | 171 |
|
|
2022
Q2 | $428K | Buy |
4,507
+225
| +5% | +$21.4K | 0.1% | 185 |
|
|
2022
Q1 | $563K | Buy |
4,282
+592
| +16% | +$77.8K | 0.11% | 172 |
|
|
2021
Q4 | $590K | Sell |
3,690
-45
| -1% | -$7.2K | 0.11% | 176 |
|
|
2021
Q3 | $485K | Buy |
3,735
+1,631
| +78% | +$212K | 0.1% | 194 |
|
|
2021
Q2 | $274K | Sell |
2,104
-4
| -0.2% | -$521 | 0.06% | 316 |
|
|
2021
Q1 | $240K | Buy |
+2,108
| New | +$240K | 0.05% | 332 |
|
|
2020
Q4 | – | Sell |
-4,254
| Closed | – | – | 401 |
|
|
2020
Q3 | $0 | Sell |
4,254
-62
| -1% | – | ﹤0.01% | 303 |
|
|
2020
Q2 | $295K | Buy |
4,316
+453
| +12% | +$31K | 0.09% | 215 |
|
|
2020
Q1 | $212K | Sell |
3,863
-364
| -9% | -$20K | 0.08% | 231 |
|
|
2019
Q4 | $642K | Buy |
+4,227
| New | +$642K | 0.18% | 115 |
|