Regal Investment 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 | $797K | Sell |
4,960
-521
| -10% | -$83.7K | 0.06% | 272 |
|
|
2025
Q1 | $910K | Sell |
5,481
-552
| -9% | -$91.7K | 0.07% | 232 |
|
|
2024
Q4 | $1.04M | Buy |
6,033
+213
| +4% | +$36.7K | 0.08% | 220 |
|
|
2024
Q3 | $984K | Sell |
5,820
-26
| -0.4% | -$4.39K | 0.07% | 242 |
|
|
2024
Q2 | $887K | Sell |
5,846
-95
| -2% | -$14.4K | 0.06% | 266 |
|
|
2024
Q1 | $930K | Buy |
5,941
+1,994
| +51% | +$312K | 0.06% | 252 |
|
|
2023
Q4 | $563K | Buy |
+3,947
| New | +$563K | 0.04% | 304 |
|
|
2022
Q2 | – | Sell |
-1,864
| Closed | -$246K | – | 550 |
|
|
2022
Q1 | $246K | Sell |
1,864
-19
| -1% | -$2.51K | 0.02% | 457 |
|
|
2021
Q4 | $301K | Buy |
+1,883
| New | +$301K | 0.03% | 426 |
|
|
2015
Q4 | – | Sell |
-11
| Closed | -$2K | – | 787 |
|
|
2015
Q3 | $2K | Buy |
11
+5
| +83% | +$909 | ﹤0.01% | 947 |
|
|
2015
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 898 |
|
|
2015
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 949 |
|
|
2014
Q3 | – | Sell |
-15
| Closed | -$2K | – | 974 |
|
|
2014
Q2 | $2K | Sell |
15
-1
| -6% | -$133 | ﹤0.01% | 853 |
|
|
2014
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 829 |
|
|
2013
Q4 | $2K | Sell |
16
-42
| -72% | -$5.25K | ﹤0.01% | 769 |
|
|
2013
Q3 | $8K | Buy |
58
+26
| +81% | +$3.59K | ﹤0.01% | 648 |
|
|
2013
Q2 | $5K | Buy |
+32
| New | +$5K | ﹤0.01% | 705 |
|