Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.3M | Sell |
55,047
-11,511
| -17% | -$1.82M | 0.01% | 903 |
|
|
2024
Q2 | $10.1M | Buy |
66,558
+904
| +1% | +$133K | 0.01% | 834 |
|
|
2024
Q1 | $10.3M | Buy |
65,654
+6,513
| +11% | +$955K | 0.02% | 792 |
|
|
2023
Q4 | $8.44M | Buy |
59,141
+755
| +1% | +$91.3K | 0.01% | 835 |
|
|
2023
Q3 | $6.31M | Buy |
58,386
+4,739
| +9% | +$555K | 0.01% | 899 |
|
|
2023
Q2 | $6.2M | Sell |
53,647
-23,882
| -31% | -$2.6M | 0.01% | 914 |
|
|
2023
Q1 | $8.68M | Sell |
77,529
-1,788
| -2% | -$214K | 0.02% | 753 |
|
|
2022
Q4 | $9.32M | Buy |
79,317
+2,211
| +3% | +$246K | 0.02% | 673 |
|
|
2022
Q3 | $6.92M | Buy |
77,106
+240
| +0.3% | +$24.5K | 0.02% | 776 |
|
|
2022
Q2 | $7.3M | Buy |
76,866
+1,283
| +2% | +$147K | 0.02% | 750 |
|
|
2022
Q1 | $9.94M | Sell |
75,583
-18,781
| -20% | -$2.68M | 0.02% | 694 |
|
|
2021
Q4 | $15.1M | Buy |
94,364
+13,739
| +17% | +$2.1M | 0.03% | 533 |
|
|
2021
Q3 | $10.5M | Sell |
80,625
-16,689
| -17% | -$2.17M | 0.02% | 647 |
|
|
2021
Q2 | $12.7M | Buy |
97,314
+8,268
| +9% | +$1.03M | 0.03% | 576 |
|
|
2021
Q1 | $10.1M | Buy |
89,046
+20,189
| +29% | +$2.11M | 0.02% | 619 |
|
|
2020
Q4 | $5.87M | Sell |
68,857
-11,197
| -14% | -$855K | 0.01% | 767 |
|
|
2020
Q3 | $5.18M | Buy |
80,054
+38,544
| +93% | +$2.53M | 0.01% | 744 |
|
|
2020
Q2 | $2.84M | Buy |
41,510
+20,593
| +98% | +$1.29M | 0.01% | 956 |
|
|
2020
Q1 | $1.15M | Buy |
20,917
+758
| +4% | +$90.6K | 0.01% | 1128 |
|
|
2019
Q4 | $3M | Sell |
20,159
-2,743
| -12% | -$411K | 0.01% | 967 |
|
|
2019
Q3 | $3.56M | Sell |
22,902
-6,396
| -22% | -$995K | 0.01% | 825 |
|
|
2019
Q2 | $4.68M | Buy |
29,298
+2,584
| +10% | +$445K | 0.02% | 706 |
|
|
2019
Q1 | $4.87M | Buy |
+26,714
| New | +$4.75M | 0.02% | 663 |
|
|
2018
Q4 | – | Sell |
-22,437
| Closed | -$3.97M | – | 2808 |
|
|
2018
Q3 | $3.97M | Buy |
22,437
+436
| +2% | +$77.1K | 0.02% | 739 |
|
|
2018
Q2 | $3.75M | Sell |
22,001
-144
| -0.7% | -$22.9K | 0.02% | 726 |
|
|
2018
Q1 | $3.42M | Buy |
22,145
+3,097
| +16% | +$493K | 0.02% | 705 |
|
|
2017
Q4 | $3.27M | Buy |
19,048
+731
| +4% | +$119K | 0.02% | 708 |
|
|
2017
Q3 | $2.95M | Buy |
18,317
+2,721
| +17% | +$435K | 0.02% | 740 |
|
|
2017
Q2 | $2.52M | Buy |
15,596
+173
| +1% | +$28.2K | 0.02% | 782 |
|
|
2017
Q1 | $2.65M | Buy |
15,423
+3,982
| +35% | +$711K | 0.02% | 701 |
|
|
2016
Q4 | $2.03M | Sell |
11,441
-121
| -1% | -$22.5K | 0.02% | 773 |
|
|
2016
Q3 | $2.39M | Buy |
11,562
+808
| +8% | +$175K | 0.02% | 687 |
|
|
2016
Q2 | $2.33M | Buy |
10,754
+1,144
| +12% | +$233K | 0.02% | 662 |
|
|
2016
Q1 | $2M | Buy |
+9,610
| New | +$1.85M | 0.02% | 629 |
|
Other funds holding SPG
Raymond James Financial Services Advisors's SPG Position: Q3 2024 in Review
Raymond James Financial Services Advisors reduced its Simon Property Group (SPG) stake by 17% in Q3 2024, selling an estimated $1.82M and leaving 55,047 shares worth $9.3M. The position accounts for 0.01% of the portfolio, ranked #903.
Raymond James Financial Services Advisors first reported a position in SPG in Q1 2016 and has held it in 34 quarters since. The position peaked at $15.1M in Q4 2021. 1,129 funds tracked by Wall St. Rank hold SPG as of Q3 2024.
- Raymond James Financial Services Advisors held 55,047 shares of Simon Property Group worth $9.3M as of Q3 2024.
- Raymond James Financial Services Advisors sold 11,511 Simon Property Group shares in Q3 2024, an estimated $1.82M.
- Simon Property Group made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #903 holding.
- Raymond James Financial Services Advisors first reported a position in Simon Property Group in Q1 2016 and has held it in 34 quarters since.
- Raymond James Financial Services Advisors's Simon Property Group position peaked at $15.1M in Q4 2021.
- 1,129 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.