Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.3M | Sell |
55,047
-11,511
| -17% | -$1.95M | 0.01% | 902 |
|
|
2024
Q2 | $10.1M | Buy |
66,558
+904
| +1% | +$137K | 0.01% | 833 |
|
|
2024
Q1 | $10.3M | Buy |
65,654
+6,513
| +11% | +$1.02M | 0.02% | 792 |
|
|
2023
Q4 | $8.44M | Buy |
59,141
+755
| +1% | +$108K | 0.01% | 834 |
|
|
2023
Q3 | $6.31M | Buy |
58,386
+4,739
| +9% | +$512K | 0.01% | 899 |
|
|
2023
Q2 | $6.2M | Sell |
53,647
-23,882
| -31% | -$2.76M | 0.01% | 914 |
|
|
2023
Q1 | $8.68M | Sell |
77,529
-1,788
| -2% | -$200K | 0.02% | 752 |
|
|
2022
Q4 | $9.32M | Buy |
79,317
+2,211
| +3% | +$260K | 0.02% | 673 |
|
|
2022
Q3 | $6.92M | Buy |
77,106
+240
| +0.3% | +$21.5K | 0.02% | 776 |
|
|
2022
Q2 | $7.3M | Buy |
76,866
+1,283
| +2% | +$122K | 0.02% | 750 |
|
|
2022
Q1 | $9.94M | Sell |
75,583
-18,781
| -20% | -$2.47M | 0.02% | 694 |
|
|
2021
Q4 | $15.1M | Buy |
94,364
+13,739
| +17% | +$2.2M | 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% | +$1.08M | 0.03% | 576 |
|
|
2021
Q1 | $10.1M | Buy |
89,046
+20,189
| +29% | +$2.3M | 0.02% | 619 |
|
|
2020
Q4 | $5.87M | Sell |
68,857
-11,197
| -14% | -$955K | 0.01% | 767 |
|
|
2020
Q3 | $5.18M | Buy |
80,054
+38,544
| +93% | +$2.49M | 0.01% | 744 |
|
|
2020
Q2 | $2.84M | Buy |
41,510
+20,593
| +98% | +$1.41M | 0.01% | 956 |
|
|
2020
Q1 | $1.15M | Buy |
20,917
+758
| +4% | +$41.6K | 0.01% | 1127 |
|
|
2019
Q4 | $3M | Sell |
20,159
-2,743
| -12% | -$409K | 0.01% | 967 |
|
|
2019
Q3 | $3.57M | Sell |
22,902
-6,396
| -22% | -$996K | 0.01% | 825 |
|
|
2019
Q2 | $4.68M | Buy |
29,298
+2,584
| +10% | +$413K | 0.02% | 706 |
|
|
2019
Q1 | $4.87M | Buy |
+26,714
| New | +$4.87M | 0.02% | 663 |
|
|
2018
Q4 | – | Sell |
-22,437
| Closed | -$3.97M | – | 2767 |
|
|
2018
Q3 | $3.97M | Buy |
22,437
+436
| +2% | +$77.1K | 0.02% | 739 |
|
|
2018
Q2 | $3.75M | Sell |
22,001
-144
| -0.7% | -$24.5K | 0.02% | 726 |
|
|
2018
Q1 | $3.42M | Buy |
22,145
+3,097
| +16% | +$478K | 0.02% | 705 |
|
|
2017
Q4 | $3.27M | Buy |
19,048
+731
| +4% | +$126K | 0.02% | 708 |
|
|
2017
Q3 | $2.95M | Buy |
18,317
+2,721
| +17% | +$438K | 0.02% | 740 |
|
|
2017
Q2 | $2.52M | Buy |
15,596
+173
| +1% | +$28K | 0.02% | 782 |
|
|
2017
Q1 | $2.65M | Buy |
15,423
+3,982
| +35% | +$685K | 0.02% | 701 |
|
|
2016
Q4 | $2.03M | Sell |
11,441
-121
| -1% | -$21.5K | 0.02% | 773 |
|
|
2016
Q3 | $2.39M | Buy |
11,562
+808
| +8% | +$167K | 0.02% | 687 |
|
|
2016
Q2 | $2.33M | Buy |
10,754
+1,144
| +12% | +$248K | 0.02% | 662 |
|
|
2016
Q1 | $2M | Buy |
+9,610
| New | +$2M | 0.02% | 629 |
|