Proficio Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $251K | Buy |
1,347
+6
| +0.4% | +$1.14K | 0.01% | 224 |
|
|
2025
Q4 | $248K | Buy |
1,341
+78
| +6% | +$14.2K | 0.02% | 213 |
|
|
2025
Q3 | $237K | Sell |
1,263
-1,977
| -61% | -$341K | 0.02% | 204 |
|
|
2025
Q2 | $521K | Buy |
3,240
+65
| +2% | +$10.3K | 0.03% | 236 |
|
|
2025
Q1 | $527K | Buy |
3,175
+26
| +0.8% | +$4.54K | 0.04% | 204 |
|
|
2024
Q4 | $542K | Buy |
3,149
+761
| +32% | +$134K | 0.04% | 177 |
|
|
2024
Q3 | $404K | Sell |
2,388
-581
| -20% | -$92K | 0.04% | 175 |
|
|
2024
Q2 | $451K | Sell |
2,969
-175
| -6% | -$25.8K | 0.05% | 180 |
|
|
2024
Q1 | $492K | Buy |
3,144
+249
| +9% | +$36.5K | 0.05% | 168 |
|
|
2023
Q4 | $413K | Buy |
2,895
+235
| +9% | +$28.4K | 0.05% | 171 |
|
|
2023
Q3 | $287K | Buy |
2,660
+128
| +5% | +$15K | 0.04% | 224 |
|
|
2023
Q2 | $292K | Sell |
2,532
-26
| -1% | -$2.83K | 0.04% | 221 |
|
|
2023
Q1 | $286K | Sell |
2,558
-33
| -1% | -$3.94K | 0.05% | 221 |
|
|
2022
Q4 | $304K | Buy |
2,591
+64
| +3% | +$7.11K | 0.06% | 198 |
|
|
2022
Q3 | $226K | Buy |
2,527
+144
| +6% | +$14.7K | 0.04% | 223 |
|
|
2022
Q2 | $226K | Sell |
2,383
-302
| -11% | -$34.6K | 0.04% | 248 |
|
|
2022
Q1 | $353K | Buy |
2,685
+424
| +19% | +$60.4K | 0.05% | 182 |
|
|
2021
Q4 | $361K | Sell |
2,261
-37
| -2% | -$5.65K | 0.05% | 183 |
|
|
2021
Q3 | $299K | Sell |
2,298
-177
| -7% | -$23K | 0.04% | 213 |
|
|
2021
Q2 | $323K | Sell |
2,475
-3
| -0.1% | -$373 | 0.04% | 201 |
|
|
2021
Q1 | $282K | Buy |
+2,478
| New | +$258K | 0.04% | 198 |
|
|
2019
Q3 | – | Sell |
-151
| Closed | -$24K | – | 1321 |
|
|
2019
Q2 | $24K | Sell |
151
-212
| -58% | -$36.5K | 0.01% | 618 |
|
|
2019
Q1 | $66K | Buy |
363
+8
| +2% | +$1.42K | 0.02% | 277 |
|
|
2018
Q4 | $60K | Buy |
355
+253
| +248% | +$45.2K | 0.03% | 252 |
|
|
2018
Q3 | $18K | Sell |
102
-28
| -22% | -$4.95K | 0.01% | 635 |
|
|
2018
Q2 | $22K | Sell |
130
-43
| -25% | -$6.84K | 0.01% | 580 |
|
|
2018
Q1 | $27K | Sell |
173
-244
| -59% | -$38.8K | 0.01% | 503 |
|
|
2017
Q4 | $72K | Buy |
417
+9
| +2% | +$1.46K | 0.03% | 272 |
|
|
2017
Q3 | $66K | Sell |
408
-31
| -7% | -$4.95K | 0.03% | 323 |
|
|
2017
Q2 | $71K | Buy |
439
+307
| +233% | +$50K | 0.03% | 317 |
|
|
2017
Q1 | $21K | Buy |
132
+39
| +42% | +$6.97K | 0.01% | 605 |
|
|
2016
Q4 | $17K | Buy |
93
+14
| +18% | +$2.6K | 0.01% | 499 |
|
|
2016
Q3 | $16K | Buy |
79
+14
| +22% | +$3.04K | 0.01% | 484 |
|
|
2016
Q2 | $15K | Buy |
65
+16
| +33% | +$3.27K | 0.01% | 487 |
|
|
2016
Q1 | $10K | Sell |
49
-2
| -4% | -$384 | 0.01% | 414 |
|
|
2015
Q4 | $10K | Buy |
+51
| New | +$9.88K | 0.01% | 278 |
|
Other funds holding SPG
VPM
VCM