RA
Rational Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
2,549
+221
| +9% | +$35.5K | 0.04% | 107 |
|
|
2025
Q1 | $387K | Buy |
+2,328
| New | +$387K | 0.04% | 107 |
|
|
2020
Q4 | – | Sell |
-139
| Closed | -$9K | – | 540 |
|
|
2020
Q3 | $9K | Sell |
139
-168
| -55% | -$10.9K | ﹤0.01% | 293 |
|
|
2020
Q2 | $21K | Buy |
+307
| New | +$21K | 0.01% | 276 |
|
|
2020
Q1 | – | Sell |
-711
| Closed | -$106K | – | 465 |
|
|
2019
Q4 | $106K | Buy |
711
+439
| +161% | +$65.4K | 0.05% | 279 |
|
|
2019
Q3 | $42K | Sell |
272
-180
| -40% | -$27.8K | 0.02% | 386 |
|
|
2019
Q2 | $72K | Sell |
452
-105
| -19% | -$16.7K | 0.03% | 306 |
|
|
2019
Q1 | $101K | Sell |
557
-3,849
| -87% | -$698K | 0.03% | 264 |
|
|
2018
Q4 | $740K | Buy |
4,406
+4,285
| +3,541% | +$720K | 0.23% | 88 |
|
|
2018
Q3 | $21K | Buy |
121
+118
| +3,933% | +$20.5K | 0.01% | 357 |
|
|
2018
Q2 | $1K | Sell |
3
-11
| -79% | -$3.67K | ﹤0.01% | 490 |
|
|
2018
Q1 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 479 |
|
|
2017
Q2 | – | Sell |
-3,300
| Closed | -$568K | – | 346 |
|
|
2017
Q1 | $568K | Buy |
+3,300
| New | +$568K | 0.37% | 92 |
|
|
2016
Q4 | – | Sell |
-10,300
| Closed | -$2.13M | – | 299 |
|
|
2016
Q3 | $2.13M | Buy |
+10,300
| New | +$2.13M | 1.4% | 11 |
|
|
2015
Q3 | $12K | Hold |
66
| – | – | ﹤0.01% | 313 |
|
|
2015
Q2 | $11K | Hold |
66
| – | – | ﹤0.01% | 336 |
|
|
2015
Q1 | $13K | Sell |
66
-44
| -40% | -$8.67K | ﹤0.01% | 315 |
|
|
2014
Q4 | $20K | Buy |
+110
| New | +$20K | ﹤0.01% | 345 |
|
|
2013
Q4 | $1.44M | Buy |
9,465
+6,789
| +254% | +$1.03M | 0.12% | 246 |
|
|
2013
Q3 | $397K | Hold |
2,676
| – | – | 0.03% | 411 |
|
|
2013
Q2 | $423K | Buy |
+2,676
| New | +$423K | 0.04% | 400 |
|