Ritholtz Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935K | Sell |
5,819
-3,223
| -36% | -$518K | 0.02% | 465 |
|
|
2025
Q1 | $1.5M | Sell |
9,042
-2,026
| -18% | -$336K | 0.04% | 308 |
|
|
2024
Q4 | $1.91M | Buy |
11,068
+1,217
| +12% | +$210K | 0.06% | 242 |
|
|
2024
Q3 | $1.67M | Buy |
9,851
+1,128
| +13% | +$191K | 0.05% | 269 |
|
|
2024
Q2 | $1.32M | Buy |
8,723
+780
| +10% | +$118K | 0.04% | 280 |
|
|
2024
Q1 | $1.24M | Buy |
7,943
+4,451
| +127% | +$697K | 0.04% | 304 |
|
|
2023
Q4 | $498K | Buy |
3,492
+153
| +5% | +$21.8K | 0.02% | 493 |
|
|
2023
Q3 | $361K | Buy |
3,339
+365
| +12% | +$39.4K | 0.02% | 514 |
|
|
2023
Q2 | $343K | Buy |
2,974
+364
| +14% | +$42K | 0.02% | 512 |
|
|
2023
Q1 | $292K | Sell |
2,610
-975
| -27% | -$109K | 0.01% | 524 |
|
|
2022
Q4 | $421K | Sell |
3,585
-565
| -14% | -$66.4K | 0.02% | 398 |
|
|
2022
Q3 | $372K | Buy |
4,150
+565
| +16% | +$50.6K | 0.02% | 475 |
|
|
2022
Q2 | $340K | Sell |
3,585
-1,039
| -22% | -$98.5K | 0.02% | 392 |
|
|
2022
Q1 | $608K | Sell |
4,624
-208
| -4% | -$27.3K | 0.04% | 272 |
|
|
2021
Q4 | $772K | Buy |
4,832
+1,447
| +43% | +$231K | 0.05% | 214 |
|
|
2021
Q3 | $440K | Buy |
+3,385
| New | +$440K | 0.03% | 299 |
|