RFG Advisory’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 | – | Sell |
-7,675
| Closed | -$1.27M | – | 974 |
|
|
2025
Q1 | $1.27M | Buy |
+7,675
| New | +$1.27M | 0.03% | 355 |
|
|
2023
Q1 | – | Sell |
-1,798
| Closed | -$233K | – | 659 |
|
|
2022
Q4 | $233K | Sell |
1,798
-553
| -24% | -$71.8K | 0.01% | 559 |
|
|
2022
Q3 | $271K | Sell |
2,351
-792
| -25% | -$91.3K | 0.02% | 511 |
|
|
2022
Q2 | $335K | Sell |
3,143
-215
| -6% | -$22.9K | 0.02% | 446 |
|
|
2022
Q1 | $442K | Buy |
+3,358
| New | +$442K | 0.03% | 350 |
|
|
2018
Q1 | – | Sell |
-1,184
| Closed | -$200K | – | 204 |
|
|
2017
Q4 | $200K | Buy |
+1,184
| New | +$200K | 0.09% | 175 |
|
|
2017
Q2 | – | Sell |
-1,286
| Closed | -$219K | – | 138 |
|
|
2017
Q1 | $219K | Buy |
+1,286
| New | +$219K | 0.17% | 128 |
|