Rehmann Capital Advisory Group’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 | $374K | Buy |
2,325
+8
| +0.3% | +$1.29K | 0.02% | 422 |
|
|
2025
Q1 | $385K | Buy |
2,317
+208
| +10% | +$34.6K | 0.02% | 417 |
|
|
2024
Q4 | $363K | Sell |
2,109
-56
| -3% | -$9.65K | 0.02% | 427 |
|
|
2024
Q3 | $366K | Sell |
2,165
-11
| -0.5% | -$1.86K | 0.02% | 412 |
|
|
2024
Q2 | $330K | Sell |
2,176
-19
| -0.9% | -$2.89K | 0.02% | 424 |
|
|
2024
Q1 | $344K | Sell |
2,195
-30
| -1% | -$4.7K | 0.03% | 413 |
|
|
2023
Q4 | $317K | Sell |
2,225
-118
| -5% | -$16.8K | 0.03% | 417 |
|
|
2023
Q3 | $253K | Sell |
2,343
-95
| -4% | -$10.3K | 0.02% | 437 |
|
|
2023
Q2 | $282K | Buy |
2,438
+1
| +0% | +$116 | 0.03% | 438 |
|
|
2023
Q1 | $273K | Buy |
2,437
+5
| +0.2% | +$560 | 0.03% | 443 |
|
|
2022
Q4 | $286K | Buy |
2,432
+50
| +2% | +$5.88K | 0.03% | 428 |
|
|
2022
Q3 | $214K | Buy |
+2,382
| New | +$214K | 0.02% | 471 |
|
|
2022
Q2 | – | Sell |
-1,978
| Closed | -$260K | – | 548 |
|
|
2022
Q1 | $260K | Sell |
1,978
-35
| -2% | -$4.61K | 0.02% | 434 |
|
|
2021
Q4 | $322K | Buy |
2,013
+40
| +2% | +$6.39K | 0.03% | 419 |
|
|
2021
Q3 | $257K | Sell |
1,973
-20
| -1% | -$2.6K | 0.02% | 472 |
|
|
2021
Q2 | $260K | Buy |
1,993
+21
| +1% | +$2.74K | 0.03% | 468 |
|
|
2021
Q1 | $218K | Buy |
+1,972
| New | +$218K | 0.02% | 479 |
|
|
2019
Q3 | $47.3K | Buy |
303
+5
| +2% | +$780 | 0.01% | 633 |
|
|
2019
Q2 | $47.7K | Sell |
298
-27
| -8% | -$4.32K | 0.01% | 851 |
|
|
2019
Q1 | $59.3K | Sell |
325
-22
| -6% | -$4.02K | 0.01% | 756 |
|
|
2018
Q4 | $58.4K | Sell |
347
-86
| -20% | -$14.5K | 0.01% | 545 |
|
|
2018
Q3 | $76.6K | Buy |
433
+1
| +0.2% | +$177 | 0.01% | 664 |
|
|
2018
Q2 | $73.6K | Sell |
432
-237
| -35% | -$40.4K | 0.01% | 654 |
|
|
2018
Q1 | $103K | Buy |
+669
| New | +$103K | 0.02% | 536 |
|
|
2015
Q4 | – | Sell |
-1,101
| Closed | -$202K | – | 359 |
|
|
2015
Q3 | $202K | Sell |
1,101
-333
| -23% | -$61.1K | 0.05% | 303 |
|
|
2015
Q2 | $248K | Buy |
1,434
+66
| +5% | +$11.4K | 0.06% | 272 |
|
|
2015
Q1 | $268K | Sell |
1,368
-84
| -6% | -$16.5K | 0.06% | 256 |
|
|
2014
Q4 | $264K | Sell |
1,452
-217
| -13% | -$39.5K | 0.06% | 256 |
|
|
2014
Q3 | $274K | Buy |
1,669
+131
| +9% | +$21.5K | 0.06% | 248 |
|
|
2014
Q2 | $256K | Buy |
+1,538
| New | +$256K | 0.06% | 264 |
|
|
2013
Q4 | – | Sell |
-1,633
| Closed | -$228K | – | 314 |
|
|
2013
Q3 | $228K | Sell |
1,633
-86
| -5% | -$12K | 0.07% | 234 |
|
|
2013
Q2 | $255K | Buy |
+1,719
| New | +$255K | 0.09% | 194 |
|