Prime Capital Investment Advisors’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 | $531K | Sell |
3,304
-613
| -16% | -$98.5K | 0.01% | 601 |
|
|
2025
Q1 | $650K | Buy |
3,917
+927
| +31% | +$154K | 0.01% | 599 |
|
|
2024
Q4 | $515K | Buy |
2,990
+69
| +2% | +$11.9K | 0.01% | 560 |
|
|
2024
Q3 | $494K | Sell |
2,921
-7
| -0.2% | -$1.18K | 0.01% | 590 |
|
|
2024
Q2 | $445K | Sell |
2,928
-127
| -4% | -$19.3K | 0.01% | 607 |
|
|
2024
Q1 | $478K | Buy |
3,055
+37
| +1% | +$5.79K | 0.01% | 627 |
|
|
2023
Q4 | $430K | Buy |
+3,018
| New | +$430K | 0.01% | 611 |
|
|
2023
Q2 | – | Sell |
-3,174
| Closed | -$355K | – | 777 |
|
|
2023
Q1 | $355K | Buy |
+3,174
| New | +$355K | 0.01% | 400 |
|
|
2022
Q3 | – | Sell |
-38,514
| Closed | -$3.66M | – | 429 |
|
|
2022
Q2 | $3.66M | Sell |
38,514
-12,659
| -25% | -$1.2M | 0.22% | 85 |
|
|
2022
Q1 | $8.18M | Sell |
51,173
-6,035
| -11% | -$964K | 0.45% | 39 |
|
|
2021
Q4 | $9.14M | Buy |
57,208
+14,253
| +33% | +$2.28M | 0.49% | 39 |
|
|
2021
Q3 | $5.58M | Buy |
42,955
+10,483
| +32% | +$1.36M | 0.35% | 53 |
|
|
2021
Q2 | $4.24M | Sell |
32,472
-9,712
| -23% | -$1.27M | 0.25% | 86 |
|
|
2021
Q1 | $4.8M | Buy |
42,184
+8,799
| +26% | +$1M | 0.35% | 51 |
|
|
2020
Q4 | $2.85M | Buy |
33,385
+10,540
| +46% | +$899K | 0.22% | 90 |
|
|
2020
Q3 | $1.48M | Buy |
22,845
+5,409
| +31% | +$350K | 0.12% | 133 |
|
|
2020
Q2 | $1.19M | Buy |
17,436
+4,431
| +34% | +$303K | 0.11% | 138 |
|
|
2020
Q1 | $713K | Buy |
13,005
+12,944
| +21,220% | +$710K | 0.08% | 125 |
|
|
2019
Q4 | $9K | Buy |
+61
| New | +$9K | ﹤0.01% | 511 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$16K | – | 622 |
|
|
2019
Q2 | $16K | Buy |
+100
| New | +$16K | ﹤0.01% | 304 |
|
|
2019
Q1 | – | Sell |
-60
| Closed | -$10K | – | 440 |
|
|
2018
Q4 | $10K | Buy |
+60
| New | +$10K | ﹤0.01% | 272 |
|
|
2018
Q1 | – | Sell |
-13
| Closed | -$2K | – | 270 |
|
|
2017
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 239 |
|