Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Sell |
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|
2025
Q1 | $910K | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $984K | Sell |
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|
2024
Q2 | $887K | Sell |
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|
2024
Q1 | $930K | Buy |
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|
2023
Q4 | $563K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $301K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2K | Buy |
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|
2015
Q2 | $1K | Hold |
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|
2015
Q1 | $1K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2K | Sell |
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|
2014
Q1 | $2K | Hold |
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|
2013
Q4 | $2K | Sell |
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|
2013
Q3 | $8K | Buy |
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|
2013
Q2 | $5K | Buy |
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