Rise 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 | $43.5K | Buy |
270
+6
| +2% | +$966 | 0.02% | 271 |
|
|
2025
Q1 | $43.9K | Sell |
264
-26
| -9% | -$4.32K | 0.02% | 247 |
|
|
2024
Q4 | $49.9K | Buy |
290
+6
| +2% | +$1.03K | 0.02% | 230 |
|
|
2024
Q3 | $47.9K | Buy |
284
+4
| +1% | +$675 | 0.02% | 248 |
|
|
2024
Q2 | $42.5K | Buy |
280
+7
| +3% | +$1.06K | 0.02% | 262 |
|
|
2024
Q1 | $42.7K | Buy |
273
+162
| +146% | +$25.4K | 0.02% | 257 |
|
|
2023
Q4 | $15.8K | Buy |
111
+1
| +0.9% | +$143 | 0.01% | 274 |
|
|
2023
Q3 | $11.8K | Buy |
110
+2
| +2% | +$215 | 0.01% | 300 |
|
|
2023
Q2 | $12.4K | Sell |
108
-24
| -18% | -$2.76K | 0.01% | 310 |
|
|
2023
Q1 | $14.8K | Buy |
132
+2
| +2% | +$225 | 0.01% | 300 |
|
|
2022
Q4 | $15.3K | Buy |
130
+2
| +2% | +$235 | 0.01% | 281 |
|
|
2022
Q3 | $12K | Buy |
128
+19
| +17% | +$1.78K | 0.01% | 317 |
|
|
2022
Q2 | $10K | Buy |
109
+64
| +142% | +$5.87K | 0.01% | 346 |
|
|
2022
Q1 | $6K | Buy |
+45
| New | +$6K | 0.01% | 402 |
|