Prudent Man 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 | $290K | Buy |
1,802
+21
| +1% | +$3.38K | 0.09% | 141 |
|
|
2025
Q1 | $296K | Hold |
1,781
| – | – | 0.11% | 136 |
|
|
2024
Q4 | $307K | Sell |
1,781
-185
| -9% | -$31.9K | 0.11% | 133 |
|
|
2024
Q3 | $332K | Hold |
1,966
| – | – | 0.11% | 133 |
|
|
2024
Q2 | $298K | Buy |
1,966
+105
| +6% | +$15.9K | 0.11% | 133 |
|
|
2024
Q1 | $291K | Sell |
1,861
-1,409
| -43% | -$220K | 0.11% | 135 |
|
|
2023
Q4 | $466K | Sell |
3,270
-27
| -0.8% | -$3.85K | 0.17% | 121 |
|
|
2023
Q3 | $356K | Hold |
3,297
| – | – | 0.14% | 130 |
|
|
2023
Q2 | $381K | Hold |
3,297
| – | – | 0.14% | 129 |
|
|
2023
Q1 | $369K | Hold |
3,297
| – | – | 0.14% | 128 |
|
|
2022
Q4 | $387K | Buy |
3,297
+350
| +12% | +$41.1K | 0.16% | 127 |
|
|
2022
Q3 | $264K | Buy |
+2,947
| New | +$264K | 0.13% | 132 |
|
|
2022
Q2 | – | Sell |
-1,794
| Closed | -$236K | – | 187 |
|
|
2022
Q1 | $236K | Sell |
1,794
-12
| -0.7% | -$1.58K | 0.1% | 152 |
|
|
2021
Q4 | $289K | Sell |
1,806
-393
| -18% | -$62.9K | 0.11% | 141 |
|
|
2021
Q3 | $286K | Buy |
+2,199
| New | +$286K | 0.11% | 152 |
|