Savant Capital’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 | $1.46M | Buy |
9,077
+4,464
| +97% | +$718K | 0.01% | 659 |
|
|
2025
Q1 | $766K | Buy |
4,613
+206
| +5% | +$34.2K | 0.01% | 845 |
|
|
2024
Q4 | $759K | Buy |
4,407
+32
| +0.7% | +$5.51K | 0.01% | 750 |
|
|
2024
Q3 | $739K | Buy |
4,375
+1,022
| +30% | +$173K | 0.01% | 742 |
|
|
2024
Q2 | $509K | Sell |
3,353
-399
| -11% | -$60.6K | 0.01% | 787 |
|
|
2024
Q1 | $587K | Buy |
3,752
+379
| +11% | +$59.3K | 0.01% | 685 |
|
|
2023
Q4 | $481K | Sell |
3,373
-109
| -3% | -$15.6K | 0.01% | 570 |
|
|
2023
Q3 | $376K | Buy |
3,482
+70
| +2% | +$7.56K | 0.01% | 596 |
|
|
2023
Q2 | $394K | Buy |
3,412
+991
| +41% | +$114K | 0.01% | 569 |
|
|
2023
Q1 | $271K | Buy |
2,421
+66
| +3% | +$7.39K | 0.01% | 620 |
|
|
2022
Q4 | $277K | Buy |
2,355
+42
| +2% | +$4.93K | 0.01% | 481 |
|
|
2022
Q3 | $208K | Sell |
2,313
-315
| -12% | -$28.3K | 0.01% | 502 |
|
|
2022
Q2 | $249K | Sell |
2,628
-124
| -5% | -$11.7K | 0.01% | 470 |
|
|
2022
Q1 | $362K | Buy |
2,752
+100
| +4% | +$13.2K | 0.01% | 415 |
|
|
2021
Q4 | $424K | Buy |
2,652
+360
| +16% | +$57.6K | 0.01% | 389 |
|
|
2021
Q3 | $298K | Buy |
2,292
+430
| +23% | +$55.9K | 0.01% | 427 |
|
|
2021
Q2 | $243K | Sell |
1,862
-3
| -0.2% | -$392 | 0.01% | 440 |
|
|
2021
Q1 | $212K | Buy |
+1,865
| New | +$212K | 0.01% | 432 |
|
|
2020
Q1 | – | Sell |
-2,345
| Closed | -$349K | – | 406 |
|
|
2019
Q4 | $349K | Sell |
2,345
-364
| -13% | -$54.2K | 0.04% | 262 |
|
|
2019
Q3 | $422K | Sell |
2,709
-37
| -1% | -$5.76K | 0.06% | 205 |
|
|
2019
Q2 | $439K | Sell |
2,746
-25
| -0.9% | -$4K | 0.06% | 203 |
|
|
2019
Q1 | $504K | Buy |
2,771
+80
| +3% | +$14.6K | 0.09% | 149 |
|
|
2018
Q4 | $445K | Buy |
2,691
+118
| +5% | +$19.5K | 0.09% | 152 |
|
|
2018
Q3 | $455K | Sell |
2,573
-33
| -1% | -$5.84K | 0.08% | 177 |
|
|
2018
Q2 | $444K | Sell |
2,606
-1
| -0% | -$170 | 0.09% | 160 |
|
|
2018
Q1 | $402K | Sell |
2,607
-100
| -4% | -$15.4K | 0.08% | 177 |
|
|
2017
Q4 | $465K | Buy |
2,707
+28
| +1% | +$4.81K | 0.1% | 162 |
|
|
2017
Q3 | $431K | Buy |
2,679
+20
| +0.8% | +$3.22K | 0.1% | 159 |
|
|
2017
Q2 | $430K | Sell |
2,659
-70
| -3% | -$11.3K | 0.1% | 156 |
|
|
2017
Q1 | $470K | Sell |
2,729
-290
| -10% | -$49.9K | 0.12% | 137 |
|
|
2016
Q4 | $536K | Sell |
3,019
-475
| -14% | -$84.3K | 0.14% | 119 |
|
|
2016
Q3 | $723K | Sell |
3,494
-40
| -1% | -$8.28K | 0.2% | 83 |
|
|
2016
Q2 | $767K | Buy |
+3,534
| New | +$767K | 0.22% | 77 |
|
|
2014
Q2 | – | Sell |
-2,718
| Closed | -$419K | – | 190 |
|
|
2014
Q1 | $419K | Hold |
2,718
| – | – | 0.19% | 94 |
|
|
2013
Q4 | $389K | Sell |
2,718
-13
| -0.5% | -$1.86K | 0.19% | 89 |
|
|
2013
Q3 | $381K | Sell |
2,731
-96
| -3% | -$13.4K | 0.21% | 79 |
|
|
2013
Q2 | $420K | Buy |
+2,827
| New | +$420K | 0.24% | 71 |
|