Retirement Planning Company of New England’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 | $1.01M | Sell |
6,291
-20
| -0.3% | -$3.22K | 0.45% | 61 |
|
|
2025
Q1 | $1.05M | Sell |
6,311
-13
| -0.2% | -$2.16K | 0.52% | 51 |
|
|
2024
Q4 | $1.09M | Sell |
6,324
-44
| -0.7% | -$7.58K | 0.53% | 50 |
|
|
2024
Q3 | $1.08M | Sell |
6,368
-109
| -2% | -$18.4K | 0.54% | 50 |
|
|
2024
Q2 | $983K | Sell |
6,477
-99
| -2% | -$15K | 0.54% | 52 |
|
|
2024
Q1 | $1.03M | Sell |
6,576
-459
| -7% | -$71.8K | 0.56% | 52 |
|
|
2023
Q4 | $1M | Buy |
7,035
+136
| +2% | +$19.4K | 0.45% | 66 |
|
|
2023
Q3 | $745K | Buy |
6,899
+277
| +4% | +$29.9K | 0.42% | 74 |
|
|
2023
Q2 | $765K | Buy |
6,622
+241
| +4% | +$27.8K | 0.44% | 77 |
|
|
2023
Q1 | $714K | Buy |
6,381
+75
| +1% | +$8.4K | 0.43% | 75 |
|
|
2022
Q4 | $741K | Sell |
6,306
-28
| -0.4% | -$3.29K | 0.48% | 72 |
|
|
2022
Q3 | $568K | Buy |
6,334
+527
| +9% | +$47.3K | 0.41% | 80 |
|
|
2022
Q2 | $551K | Buy |
5,807
+943
| +19% | +$89.5K | 0.38% | 91 |
|
|
2022
Q1 | $640K | Buy |
4,864
+222
| +5% | +$29.2K | 0.36% | 89 |
|
|
2021
Q4 | $741K | Buy |
+4,642
| New | +$741K | 0.36% | 76 |
|