SAM 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 | $3.48M | Buy |
21,642
+675
| +3% | +$109K | 1.2% | 17 |
|
|
2025
Q1 | $3.48M | Sell |
20,967
-548
| -3% | -$91K | 1.3% | 17 |
|
|
2024
Q4 | $3.71M | Sell |
21,515
-454
| -2% | -$78.3K | 1.34% | 14 |
|
|
2024
Q3 | $3.71M | Sell |
21,969
-408
| -2% | -$69K | 1.36% | 15 |
|
|
2024
Q2 | $3.4M | Sell |
22,377
-216
| -1% | -$32.8K | 1.23% | 17 |
|
|
2024
Q1 | $3.54M | Buy |
+22,593
| New | +$3.54M | 1.29% | 16 |
|
|
2023
Q4 | – | Sell |
-23,258
| Closed | -$2.51M | – | 37 |
|
|
2023
Q3 | $2.51M | Sell |
23,258
-265
| -1% | -$28.6K | 1.09% | 20 |
|
|
2023
Q2 | $2.72M | Buy |
23,523
+1,832
| +8% | +$212K | 1.13% | 21 |
|
|
2023
Q1 | $2.43M | Sell |
21,691
-1,507
| -6% | -$169K | 1.09% | 20 |
|
|
2022
Q4 | $2.73M | Sell |
23,198
-746
| -3% | -$87.6K | 1.2% | 17 |
|
|
2022
Q3 | $2.15M | Buy |
23,944
+3,382
| +16% | +$304K | 1.05% | 23 |
|
|
2022
Q2 | $1.97M | Buy |
20,562
+1,251
| +6% | +$120K | 0.99% | 22 |
|
|
2022
Q1 | $2.54M | Buy |
19,311
+825
| +4% | +$109K | 1.1% | 21 |
|
|
2021
Q4 | $2.96M | Sell |
18,486
-10,611
| -36% | -$1.7M | 1.35% | 17 |
|
|
2021
Q3 | $3.83M | Buy |
+29,097
| New | +$3.83M | 1.86% | 10 |
|