Plante Moran Financial Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2
| Closed | -$322 | – | 858 |
|
|
2025
Q2 | $322 | Hold |
2
| – | – | ﹤0.01% | 740 |
|
|
2025
Q1 | $332 | Sell |
2
-43
| -96% | -$7.52K | ﹤0.01% | 763 |
|
|
2024
Q4 | $7.66K | Buy |
45
+43
| +2,150% | +$7.55K | ﹤0.01% | 620 |
|
|
2024
Q3 | $338 | Hold |
2
| – | – | ﹤0.01% | 844 |
|
|
2024
Q2 | $304 | Hold |
2
| – | – | ﹤0.01% | 754 |
|
|
2024
Q1 | $313 | Hold |
2
| – | – | ﹤0.01% | 812 |
|
|
2023
Q4 | $285 | Hold |
2
| – | – | ﹤0.01% | 787 |
|
|
2023
Q3 | $216 | Hold |
2
| – | – | ﹤0.01% | 727 |
|
|
2023
Q2 | $231 | Hold |
2
| – | – | ﹤0.01% | 761 |
|
|
2023
Q1 | $224 | Hold |
2
| – | – | ﹤0.01% | 762 |
|
|
2022
Q4 | $235 | Hold |
2
| – | – | ﹤0.01% | 807 |
|
|
2022
Q3 | $0 | Sell |
2
-15
| -88% | -$1.53K | ﹤0.01% | 1054 |
|
|
2022
Q2 | $2K | Buy |
17
+3
| +21% | +$344 | ﹤0.01% | 846 |
|
|
2022
Q1 | $2K | Buy |
14
+12
| +600% | +$1.71K | ﹤0.01% | 752 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1093 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1077 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1117 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 983 |
|
|
2020
Q3 | $0 | Sell |
2
-17
| -89% | -$1.11K | ﹤0.01% | 894 |
|
|
2020
Q2 | $1K | Buy |
19
+17
| +850% | +$1.07K | ﹤0.01% | 719 |
|
|
2020
Q1 | $0 | Buy |
+2
| New | +$239 | ﹤0.01% | 826 |
|
|
2019
Q4 | – | Sell |
-32
| Closed | -$5K | – | 891 |
|
|
2019
Q3 | $5K | Buy |
+32
| New | +$4.98K | ﹤0.01% | 690 |
|
|
2018
Q3 | – | Sell |
-30
| Closed | -$5K | – | 840 |
|
|
2018
Q2 | $5K | Sell |
30
-104
| -78% | -$16.5K | ﹤0.01% | 640 |
|
|
2018
Q1 | $21K | Buy |
134
+37
| +38% | +$5.88K | 0.01% | 499 |
|
|
2017
Q4 | $17K | Hold |
97
| – | – | 0.01% | 525 |
|
|
2017
Q3 | $16K | Buy |
97
+3
| +3% | +$479 | 0.01% | 490 |
|
|
2017
Q2 | $15K | Buy |
94
+8
| +9% | +$1.3K | 0.01% | 508 |
|
|
2017
Q1 | $15K | Hold |
86
| – | – | 0.01% | 522 |
|
|
2016
Q4 | $15K | Hold |
86
| – | – | 0.01% | 525 |
|
|
2016
Q3 | $18K | Hold |
86
| – | – | 0.01% | 512 |
|
|
2016
Q2 | $19K | Hold |
86
| – | – | 0.01% | 439 |
|
|
2016
Q1 | $18K | Sell |
86
-242
| -74% | -$46.5K | 0.01% | 397 |
|
|
2015
Q4 | $64K | Buy |
328
+261
| +390% | +$50.6K | 0.05% | 244 |
|
|
2015
Q3 | $12K | Hold |
67
| – | – | 0.01% | 462 |
|
|
2015
Q2 | $12K | Hold |
67
| – | – | 0.01% | 497 |
|
|
2015
Q1 | $13K | Hold |
67
| – | – | 0.01% | 479 |
|
|
2014
Q4 | $12K | Hold |
67
| – | – | 0.01% | 502 |
|
|
2014
Q3 | $11K | Hold |
67
| – | – | 0.01% | 519 |
|
|
2014
Q2 | $11K | Buy |
+67
| New | +$10.9K | 0.01% | 511 |
|
Other funds holding SPG
