Prospera Financial Services’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 | $3.74M | Sell |
20,034
-885
| -4% | -$169K | 0.06% | 333 |
|
|
2025
Q4 | $3.88M | Buy |
20,919
+289
| +1% | +$52.5K | 0.06% | 306 |
|
|
2025
Q3 | $3.88M | Sell |
20,630
-22
| -0.1% | -$3.8K | 0.07% | 307 |
|
|
2025
Q2 | $3.32M | Buy |
20,652
+2,860
| +16% | +$452K | 0.06% | 320 |
|
|
2025
Q1 | $2.96M | Sell |
17,792
-185
| -1% | -$32.3K | 0.07% | 297 |
|
|
2024
Q4 | $3.1M | Buy |
17,977
+119
| +0.7% | +$20.9K | 0.07% | 278 |
|
|
2024
Q3 | $3.02M | Buy |
17,858
+6,819
| +62% | +$1.08M | 0.08% | 269 |
|
|
2024
Q2 | $1.68M | Buy |
11,039
+39
| +0.4% | +$5.75K | 0.05% | 374 |
|
|
2024
Q1 | $1.72M | Sell |
11,000
-285
| -3% | -$41.8K | 0.05% | 362 |
|
|
2023
Q4 | $1.61M | Buy |
+11,285
| New | +$1.36M | 0.05% | 358 |
|
|
2023
Q3 | – | Sell |
-3,475
| Closed | -$401K | – | 1057 |
|
|
2023
Q2 | $401K | Sell |
3,475
-2,672
| -43% | -$291K | 0.02% | 684 |
|
|
2023
Q1 | $688K | Buy |
6,147
+71
| +1% | +$8.48K | 0.03% | 522 |
|
|
2022
Q4 | $714K | Buy |
6,076
+98
| +2% | +$10.9K | 0.04% | 448 |
|
|
2022
Q3 | $536K | Buy |
5,978
+3,696
| +162% | +$378K | 0.03% | 503 |
|
|
2022
Q2 | $217K | Sell |
2,282
-426
| -16% | -$48.8K | 0.01% | 714 |
|
|
2022
Q1 | $356K | Sell |
2,708
-166
| -6% | -$23.6K | 0.01% | 697 |
|
|
2021
Q4 | $458K | Sell |
2,874
-231
| -7% | -$35.3K | 0.02% | 597 |
|
|
2021
Q3 | $404K | Sell |
3,105
-6,382
| -67% | -$831K | 0.02% | 585 |
|
|
2021
Q2 | $1.24M | Buy |
9,487
+944
| +11% | +$117K | 0.06% | 334 |
|
|
2021
Q1 | $972K | Buy |
8,543
+5,087
| +147% | +$531K | 0.06% | 345 |
|
|
2020
Q4 | $295K | Buy |
+3,456
| New | +$264K | 0.02% | 543 |
|
Other funds holding SPG
VPM
VCM
