Prospera Financial Services’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
$3.32M Buy
20,652
+2,860
+16% +$460K 0.06% 320
2025
Q1
$2.96M Sell
17,792
-185
-1% -$30.7K 0.07% 297
2024
Q4
$3.1M Buy
17,977
+119
+0.7% +$20.5K 0.07% 278
2024
Q3
$3.02M Buy
17,858
+6,819
+62% +$1.15M 0.08% 269
2024
Q2
$1.68M Buy
11,039
+39
+0.4% +$5.92K 0.05% 374
2024
Q1
$1.72M Sell
11,000
-285
-3% -$44.6K 0.05% 362
2023
Q4
$1.61M Buy
+11,285
New +$1.61M 0.05% 358
2023
Q3
Sell
-3,475
Closed -$401K 1057
2023
Q2
$401K Sell
3,475
-2,672
-43% -$309K 0.02% 684
2023
Q1
$688K Buy
6,147
+71
+1% +$7.95K 0.03% 522
2022
Q4
$714K Buy
6,076
+98
+2% +$11.5K 0.04% 448
2022
Q3
$536K Buy
5,978
+3,696
+162% +$331K 0.03% 503
2022
Q2
$217K Sell
2,282
-426
-16% -$40.5K 0.01% 714
2022
Q1
$356K Sell
2,708
-166
-6% -$21.8K 0.01% 697
2021
Q4
$458K Sell
2,874
-231
-7% -$36.8K 0.02% 597
2021
Q3
$404K Sell
3,105
-6,382
-67% -$830K 0.02% 585
2021
Q2
$1.24M Buy
9,487
+944
+11% +$123K 0.06% 334
2021
Q1
$972K Buy
8,543
+5,087
+147% +$579K 0.06% 345
2020
Q4
$295K Buy
+3,456
New +$295K 0.02% 543